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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$1.99 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
40,511
shares
|
$1.99 Million
1.48% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,357
shares
|
$1.98 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
40,294
shares
|
$1.98 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
39,336
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
38,683
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
37,911
shares
|
$1.86 Million
0.44% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
37,605
shares
|
$1.85 Million
0.39% of portfolio
|
Q4 2024
Added 89.74%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
36,475
shares
|
$1.79 Million
0.5% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
36,387
shares
|
$1.79 Million
1.38% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
36,324
shares
|
$1.78 Million
0.4% of portfolio
|
Q4 2024
Added 26.64%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
35,460
shares
|
$1.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
33,054
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
32,507
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.76%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
31,703
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Added 54.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
30,818
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
30,291
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
29,568
shares
|
$1.45 Million
0.51% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
29,543
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
29,206
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
28,915
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
28,890
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
28,659
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2024
Added 32.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,409
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
27,506
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 804.8%
|