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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
269,791
shares
|
$13.2 Million
0.16% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
268,362
shares
|
$13.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
260,507
shares
|
$12.8 Million
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
255,496
shares
|
$12.5 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
253,270
shares
|
$12.4 Million
1.44% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
252,888
shares
|
$12.4 Million
0.25% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
252,769
shares
|
$12.4 Million
5.83% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
252,120
shares
|
$12.4 Million
2.2% of portfolio
|
Q4 2024
Reduced 43.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
247,528
shares
|
$12.1 Million
0.02% of portfolio
|
Q4 2024
Added 1067.97%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
246,936
shares
|
$12.1 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
241,984
shares
|
$11.9 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228,730
shares
|
$11.2 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
228,616
shares
|
$11.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
228,577
shares
|
$11.2 Million
3.72% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
227,700
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
226,416
shares
|
$11.1 Million
7.73% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
225,768
shares
|
$11.1 Million
2.68% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216,611
shares
|
$10.6 Million
3.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
212,642
shares
|
$10.4 Million
5.54% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
210,988
shares
|
$10.4 Million
3.36% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
206,671
shares
|
$10.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
201,170
shares
|
$9.87 Million
5.32% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
200,187
shares
|
$9.83 Million
0.03% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
195,228
shares
|
$9.58 Million
0.83% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
191,888
shares
|
$9.42 Million
3.66% of portfolio
|
Q3 2023
Reduced 3.11%
|