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 452 institutions that hold shares in the stock, with a total of 89.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
20,001
shares
|
$999,249
0.51% of portfolio
|
Q4 2025
Reduced 82.67%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
19,500
shares
|
$974,220
0.83% of portfolio
|
Q2 2025
Added 101.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
19,408
shares
|
$969,623
0.11% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
18,552
shares
|
$926,857
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
18,366
shares
|
$917,565
0.75% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
18,261
shares
|
$912,319
0.12% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
17,869
shares
|
$892,735
0.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
17,826
shares
|
$890,586
0.65% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
17,762
shares
|
$887,389
0.15% of portfolio
|
Q3 2025
Reduced 36.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
17,759
shares
|
$887,239
0.04% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,717
shares
|
$885,141
0.03% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,680
shares
|
$883,292
0.03% of portfolio
|
Q3 2025
Added 45.8%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
17,654
shares
|
$881,993
0.15% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
17,628
shares
|
$880,694
0.3% of portfolio
|
Q3 2025
Added 94.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
17,555
shares
|
$877,047
0.01% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
17,487
shares
|
$873,650
0.05% of portfolio
|
Q3 2025
Added 172.85%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
17,486
shares
|
$873,600
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
17,321
shares
|
$865,357
0.02% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
17,215
shares
|
$860,061
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,165
shares
|
$857,563
0.2% of portfolio
|
Q3 2025
Reduced 69.23%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
16,828
shares
|
$840,726
0.34% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
16,773
shares
|
$837,979
0.01% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
16,605
shares
|
$829,585
0.05% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
16,475
shares
|
$823,091
0.3% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
16,472
shares
|
$822,941
0.34% of portfolio
|
Q3 2025
Reduced 9.85%
|
|