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 423 institutions that hold shares in the stock, with a total of 70.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
5,766
shares
|
$279,881
0.12% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$277,988
0.12% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,666
shares
|
$275,027
0.08% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,454
shares
|
$264,737
0.03% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$259,252
0.02% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
5,334
shares
|
$258,912
0.01% of portfolio
|
Q4 2024
Reduced 99.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,297
shares
|
$257,116
0.01% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
5,295
shares
|
$257,019
0.1% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
5,235
shares
|
$254,106
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,192
shares
|
$252,019
0.01% of portfolio
|
Q3 2024
Reduced 38.69%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
5,191
shares
|
$251,971
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$248,136
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,069
shares
|
$246,049
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$245,758
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,023
shares
|
$243,816
0.06% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,023
shares
|
$243,816
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,995
shares
|
$242,457
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$235,952
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$232,992
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,730
shares
|
$229,594
0.09% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,702
shares
|
$228,235
0.04% of portfolio
|
Q1 2023
Reduced 4.18%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,618
shares
|
$224,157
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
4,604
shares
|
$223,478
0.06% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,596
shares
|
$223,089
0.06% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,522
shares
|
$219,497
0.11% of portfolio
|
Q4 2024
Added 0.87%
|