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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
27,295
shares
|
$1.34 Million
0.24% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
27,245
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
27,197
shares
|
$1.33 Million
0.73% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
26,813
shares
|
$1.32 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
26,785
shares
|
$1.31 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
26,636
shares
|
$1.31 Million
1.42% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
26,214
shares
|
$1.29 Million
0.64% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
25,773
shares
|
$1.26 Million
0.72% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
25,343
shares
|
$1.24 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
25,329
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,147
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
25,122
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,268
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
23,192
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2024
Added 146.51%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
22,969
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
22,703
shares
|
$1.11 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
22,081
shares
|
$1.08 Million
4.47% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
21,759
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
21,340
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
21,251
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Added 31.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
20,733
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
20,606
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
20,166
shares
|
$989,747
0.25% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
19,504
shares
|
$957,256
0.13% of portfolio
|
Q4 2024
Added 4.26%
|