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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,976
shares
|
$448,440
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,718
shares
|
$435,551
0.01% of portfolio
|
Q3 2025
Added 45.03%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
8,697
shares
|
$434,502
0.3% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,651
shares
|
$432,203
0.07% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
8,566
shares
|
$427,957
0.01% of portfolio
|
Q4 2025
Added 25.64%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
8,559
shares
|
$427,607
0.18% of portfolio
|
Q3 2025
Reduced 71.42%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,547
shares
|
$427,008
0.0% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
8,513
shares
|
$425,309
0.13% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
8,443
shares
|
$421,812
0.28% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,308
shares
|
$415,067
0.0% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
8,218
shares
|
$410,571
0.05% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,205
shares
|
$409,921
0.05% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
8,000
shares
|
$399,680
0.05% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
7,827
shares
|
$391,036
0.1% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
7,675
shares
|
$383,443
0.15% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,478
shares
|
$373,600
0.06% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,443
shares
|
$371,852
0.14% of portfolio
|
Q2 2022
Added 13.81%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
7,433
shares
|
$371,352
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,145
shares
|
$356,964
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
6,971
shares
|
$348,271
0.09% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
6,908
shares
|
$345,123
0.23% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
6,833
shares
|
$341,376
0.01% of portfolio
|
Q4 2025
Reduced 7.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,780
shares
|
$338,728
0.0% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,769
shares
|
$338,179
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,751
shares
|
$337,279
0.24% of portfolio
|
Q1 2025
Added 0.16%
|
|