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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,475
shares
|
$323,491
0.01% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
6,378
shares
|
$318,644
0.1% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
6,272
shares
|
$313,349
0.02% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
6,252
shares
|
$312,349
0.03% of portfolio
|
Q4 2025
Added 13.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,076
shares
|
$303,556
0.02% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,047
shares
|
$302,108
0.07% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,024
shares
|
$300,959
0.12% of portfolio
|
Q3 2023
Reduced 40.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,022
shares
|
$300,859
0.02% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
5,974
shares
|
$298,461
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
5,945
shares
|
$297,012
0.04% of portfolio
|
Q4 2025
Added 7.58%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
5,936
shares
|
$296,562
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
5,885
shares
|
$294,014
0.21% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,870
shares
|
$293,265
0.02% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,857
shares
|
$292,615
0.01% of portfolio
|
Q3 2025
Reduced 33.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,797
shares
|
$289,618
0.09% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,751
shares
|
$287,319
0.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,739
shares
|
$286,720
0.01% of portfolio
|
Q4 2025
Added 17.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$286,120
0.12% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,657
shares
|
$282,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,627
shares
|
$281,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
5,537
shares
|
$276,628
0.09% of portfolio
|
Q3 2025
Added 211.42%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
5,447
shares
|
$272,132
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,349
shares
|
$267,236
0.1% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,285
shares
|
$264,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
5,237
shares
|
$261,640
0.1% of portfolio
|
Q1 2025
Reduced 13.99%
|
|