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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
454,078
shares
|
$22.3 Million
0.13% of portfolio
|
Q4 2024
Added 94.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
451,040
shares
|
$22.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
414,101
shares
|
$20.3 Million
2.84% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
399,053
shares
|
$19.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
393,667
shares
|
$19.3 Million
0.04% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
380,588
shares
|
$18.7 Million
8.63% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
366,120
shares
|
$18 Million
0.02% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
365,461
shares
|
$17.9 Million
0.25% of portfolio
|
Q4 2024
Added 150.84%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
346,767
shares
|
$17 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
346,436
shares
|
$17 Million
4.53% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
331,967
shares
|
$16.3 Million
0.07% of portfolio
|
Q4 2024
Added 204.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
331,522
shares
|
$16.3 Million
0.5% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
325,012
shares
|
$16 Million
1.42% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
316,654
shares
|
$15.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
312,915
shares
|
$15.4 Million
1.57% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
304,353
shares
|
$14.9 Million
0.1% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
303,024
shares
|
$14.9 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
301,265
shares
|
$14.8 Million
6.63% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
299,995
shares
|
$14.7 Million
0.26% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
299,503
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
285,488
shares
|
$14 Million
4.19% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
277,779
shares
|
$13.6 Million
1.54% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
277,124
shares
|
$13.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
270,059
shares
|
$13.3 Million
0.18% of portfolio
|
Q4 2024
Added 801.61%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
269,846
shares
|
$13.2 Million
0.92% of portfolio
|
Q4 2024
Added 18.12%
|