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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
125,553
shares
|
$6.16 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
124,542
shares
|
$6.11 Million
0.41% of portfolio
|
Q4 2024
Added 711.03%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
121,499
shares
|
$5.96 Million
5.87% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
121,099
shares
|
$5.94 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
120,064
shares
|
$5.89 Million
0.93% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
119,166
shares
|
$5.85 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
115,889
shares
|
$5.69 Million
0.05% of portfolio
|
Q4 2024
Added 193.78%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
115,133
shares
|
$5.65 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
113,728
shares
|
$5.58 Million
3.21% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
106,550
shares
|
$5.23 Million
1.92% of portfolio
|
Q4 2024
Added 156.59%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
106,550
shares
|
$5.23 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
106,529
shares
|
$5.23 Million
0.2% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
104,391
shares
|
$5.12 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
102,370
shares
|
$5.02 Million
0.5% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
101,842
shares
|
$5 Million
0.06% of portfolio
|
Q4 2024
Added 364.63%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
100,106
shares
|
$4.91 Million
1.74% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
97,600
shares
|
$4.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
97,257
shares
|
$4.77 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,917
shares
|
$4.71 Million
0.15% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.64 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
94,443
shares
|
$4.64 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
93,789
shares
|
$4.6 Million
1.25% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
92,115
shares
|
$4.52 Million
2.57% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
91,544
shares
|
$4.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
91,025
shares
|
$4.47 Million
0.77% of portfolio
|
Q4 2024
Added 1.94%
|