Institutional Ownership First Tr ETF Fd Iv First Tr Lo (LMBS)
This table provides information about the institutional ownership of First Tr ETF Fd Iv First Tr Lo (LMBS). We have compiled data on the 445 institutions that hold shares in the stock, with a total of 79.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,070,111
shares
|
$593 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,249,695
shares
|
$454 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,853,287
shares
|
$238 Million
0.05% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,153,572
shares
|
$204 Million
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,066,856
shares
|
$151 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,738,978
shares
|
$134 Million
0.03% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$85.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,712,873
shares
|
$84.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,249,046
shares
|
$61.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,054,514
shares
|
$51.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
928,446
shares
|
$45.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
881,591
shares
|
$43.3 Million
3.51% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
822,928
shares
|
$40.4 Million
0.06% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$39.8 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
742,056
shares
|
$36.4 Million
0.89% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
723,979
shares
|
$35.5 Million
3.64% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
712,177
shares
|
$35 Million
1.94% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
702,464
shares
|
$34.5 Million
0.03% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
600,763
shares
|
$29.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
532,196
shares
|
$26.1 Million
1.4% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
512,016
shares
|
$25.1 Million
0.05% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
497,099
shares
|
$24.4 Million
4.16% of portfolio
|
Q1 2025
Added 97.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
494,421
shares
|
$24.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
490,378
shares
|
$24.1 Million
0.57% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
475,013
shares
|
$23.3 Million
0.15% of portfolio
|
Q1 2025
Added 4.61%
|