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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,371
shares
|
$218,375
0.01% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,361
shares
|
$217,875
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
4,350
shares
|
$217,326
0.11% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,258
shares
|
$212,729
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$211,230
0.07% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,218
shares
|
$210,731
0.02% of portfolio
|
Q3 2025
Reduced 61.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,181
shares
|
$208,882
0.01% of portfolio
|
Q4 2023
Reduced 19.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,173
shares
|
$208,483
0.01% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
4,127
shares
|
$206,184
0.06% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,026
shares
|
$201,138
0.03% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,950
shares
|
$197,342
0.12% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,541
shares
|
$176,908
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,434
shares
|
$171,562
0.01% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
3,431
shares
|
$171,412
0.17% of portfolio
|
Q3 2025
Added 270.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,363
shares
|
$168,015
0.01% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,309
shares
|
$165,317
0.05% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,300
shares
|
$164,868
0.05% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,872
shares
|
$143,485
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,663
shares
|
$133,043
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,173
shares
|
$108,563
0.04% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,900
shares
|
$94,924
0.04% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,883
shares
|
$94,074
0.04% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,679
shares
|
$83,882
0.07% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,645
shares
|
$82,184
0.01% of portfolio
|
Q3 2025
Reduced 40.09%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,622
shares
|
$81,035
0.26% of portfolio
|
Q2 2022
New holding
|
|