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 453 institutions that hold shares in the stock, with a total of 90 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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,229
shares
|
$261,240
0.0% of portfolio
|
Q3 2025
Reduced 53.96%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
5,206
shares
|
$260,091
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
5,141
shares
|
$256,844
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,112
shares
|
$255,395
0.05% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
5,081
shares
|
$253,846
0.05% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,063
shares
|
$252,947
0.42% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,983
shares
|
$248,950
0.08% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,901
shares
|
$244,853
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,861
shares
|
$242,855
0.22% of portfolio
|
Q1 2023
Added 2.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,848
shares
|
$242,206
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,832
shares
|
$241,406
0.02% of portfolio
|
Q3 2025
Reduced 54.2%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$240,407
0.15% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,800
shares
|
$239,808
0.16% of portfolio
|
Q1 2023
Reduced 23.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,731
shares
|
$236,360
0.01% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,727
shares
|
$236,160
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
4,686
shares
|
$234,112
0.01% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
4,683
shares
|
$233,962
0.1% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,657
shares
|
$232,663
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
4,643
shares
|
$231,964
0.11% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
4,628
shares
|
$231,214
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
4,569
shares
|
$228,267
0.02% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,502
shares
|
$224,919
0.01% of portfolio
|
Q4 2023
Reduced 4.48%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
4,485
shares
|
$224,070
0.13% of portfolio
|
Q1 2025
Added 71.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,476
shares
|
$223,620
0.01% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,398
shares
|
$219,724
0.07% of portfolio
|
Q3 2025
Added 5.67%
|
|