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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
16,272
shares
|
$812,949
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
16,108
shares
|
$804,755
0.53% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
15,938
shares
|
$796,262
0.13% of portfolio
|
Q3 2025
Added 109.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,903
shares
|
$794,513
0.02% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,516
shares
|
$775,179
0.04% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,226
shares
|
$760,690
0.14% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,073
shares
|
$753,047
0.01% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
14,879
shares
|
$743,354
0.32% of portfolio
|
Q4 2025
Added 6.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,544
shares
|
$726,618
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
14,544
shares
|
$726,618
0.21% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
14,530
shares
|
$725,918
0.1% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
14,372
shares
|
$718,025
0.02% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
14,335
shares
|
$716,176
0.13% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
13,891
shares
|
$693,994
0.16% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
13,701
shares
|
$684,501
0.32% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
13,695
shares
|
$684,202
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
13,457
shares
|
$672,311
0.05% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
13,442
shares
|
$671,562
0.2% of portfolio
|
Q3 2025
Reduced 31.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,408
shares
|
$669,863
0.05% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
13,324
shares
|
$665,667
0.38% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$649,729
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,614
shares
|
$630,195
0.03% of portfolio
|
Q3 2025
Reduced 50.91%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
12,589
shares
|
$628,946
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
12,517
shares
|
$625,349
0.26% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$599,520
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|