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 446 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
13,970
shares
|
$685,647
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
13,879
shares
|
$681,181
0.06% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,767
shares
|
$675,684
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$672,150
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,557
shares
|
$665,377
0.29% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,516
shares
|
$663,365
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$658,064
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
13,336
shares
|
$654,530
0.33% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$638,285
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
12,784
shares
|
$627,438
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,252
shares
|
$601,328
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
12,031
shares
|
$590,481
0.37% of portfolio
|
Q4 2024
Added 43.18%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$588,960
0.14% of portfolio
|
Q2 2024
Reduced 45.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,862
shares
|
$582,186
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,857
shares
|
$581,941
0.02% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$581,156
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
11,824
shares
|
$580,321
0.4% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,397
shares
|
$559,364
0.0% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,393
shares
|
$559,168
0.05% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
11,390
shares
|
$559,021
0.29% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
11,379
shares
|
$558,481
0.3% of portfolio
|
Q4 2024
Added 98.93%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,241
shares
|
$551,708
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$548,665
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,148
shares
|
$547,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,934
shares
|
$536,640
0.02% of portfolio
|
Q4 2024
Reduced 9.81%
|