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 454 institutions that hold shares in the stock, with a total of 90.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
12,589
shares
|
$628,946
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
12,517
shares
|
$625,349
0.26% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$599,520
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,925
shares
|
$595,773
0.03% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
11,920
shares
|
$595,523
0.04% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,841
shares
|
$591,576
0.3% of portfolio
|
Q2 2023
Added 0.14%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
11,766
shares
|
$587,829
0.35% of portfolio
|
Q4 2025
Reduced 26.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,711
shares
|
$585,081
0.05% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
11,426
shares
|
$570,842
0.1% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
11,359
shares
|
$567,495
0.28% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
11,179
shares
|
$558,502
0.62% of portfolio
|
Q4 2024
Reduced 55.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
11,108
shares
|
$554,955
0.0% of portfolio
|
Q3 2025
Reduced 84.74%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
10,926
shares
|
$545,862
0.3% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
10,578
shares
|
$528,476
0.04% of portfolio
|
Q4 2025
Added 214.54%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,308
shares
|
$514,987
0.02% of portfolio
|
Q3 2025
Added 52.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
10,263
shares
|
$512,739
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,223
shares
|
$510,741
0.47% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,191
shares
|
$509,142
0.74% of portfolio
|
Q4 2022
Added 26.6%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
10,090
shares
|
$504,096
0.19% of portfolio
|
Q2 2025
Reduced 62.41%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,855
shares
|
$492,355
0.0% of portfolio
|
Q3 2025
Reduced 26.58%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
9,780
shares
|
$488,608
0.44% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
9,600
shares
|
$479,616
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
9,396
shares
|
$469,424
0.02% of portfolio
|
Q4 2025
Reduced 9.05%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
9,394
shares
|
$469,324
0.17% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
9,336
shares
|
$466,426
0.01% of portfolio
|
Q4 2025
Reduced 86.78%
|
|