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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
56,943
shares
|
$2.79 Million
1.27% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
55,587
shares
|
$2.73 Million
1.14% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
52,433
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,204
shares
|
$2.56 Million
0.08% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
51,719
shares
|
$2.54 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
50,666
shares
|
$2.49 Million
0.08% of portfolio
|
Q4 2024
Added 815.04%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
50,554
shares
|
$2.48 Million
0.43% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.41 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.38 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
48,221
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
48,205
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
48,129
shares
|
$2.36 Million
3.82% of portfolio
|
Q4 2024
Added 57.12%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
47,545
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
47,421
shares
|
$2.33 Million
0.86% of portfolio
|
Q4 2024
Added 36.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,220
shares
|
$2.32 Million
1.72% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
46,230
shares
|
$2.27 Million
0.3% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
45,381
shares
|
$2.23 Million
0.19% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
43,775
shares
|
$2.15 Million
0.1% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
43,358
shares
|
$2.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
43,034
shares
|
$2.11 Million
1.61% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
43,011
shares
|
$2.11 Million
1.61% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,664
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 220.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
41,709
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
41,228
shares
|
$2.02 Million
0.3% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
41,013
shares
|
$2.01 Million
0.94% of portfolio
|
Q4 2024
Added 11.13%
|