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 428 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,236,493
shares
|
$597 Million
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,560,709
shares
|
$417 Million
0.19% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,721,133
shares
|
$230 Million
0.05% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,064,484
shares
|
$198 Million
0.04% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,066,856
shares
|
$150 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,688,626
shares
|
$131 Million
0.03% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,738,920
shares
|
$84.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,361,451
shares
|
$66.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
1,049,063
shares
|
$51.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
984,682
shares
|
$48 Million
0.11% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
974,327
shares
|
$47.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
857,317
shares
|
$41.8 Million
3.6% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
822,928
shares
|
$40.1 Million
0.06% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
809,835
shares
|
$39.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
723,979
shares
|
$35.3 Million
3.64% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
705,499
shares
|
$34.4 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
704,975
shares
|
$34.4 Million
1.9% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
623,166
shares
|
$30.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
604,729
shares
|
$29.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
494,421
shares
|
$24.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
487,162
shares
|
$23.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
465,344
shares
|
$22.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
456,916
shares
|
$22.3 Million
0.59% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
454,078
shares
|
$22.1 Million
0.13% of portfolio
|
Q4 2024
Added 94.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
454,034
shares
|
$22.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.96%
|