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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,367
shares
|
$68,295
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$61,700
0.01% of portfolio
|
Q3 2024
Reduced 30.03%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
1,023
shares
|
$51,109
0.0% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,003
shares
|
$50,109
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
877
shares
|
$43,814
0.0% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
725
shares
|
$36,221
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
657
shares
|
$32,823
0.0% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
650
shares
|
$32,474
0.01% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
583
shares
|
$29,126
0.0% of portfolio
|
Q3 2022
Reduced 31.01%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
578
shares
|
$28,876
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
577
shares
|
$28,826
0.03% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
570
shares
|
$28,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
548
shares
|
$27,378
0.0% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
525
shares
|
$26,229
0.01% of portfolio
|
Q3 2025
Added 24.7%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
518
shares
|
$25,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$24,980
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
450
shares
|
$22,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
418
shares
|
$20,883
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
400
shares
|
$19,984
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
343
shares
|
$17,136
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
340
shares
|
$16,986
0.03% of portfolio
|
Q4 2021
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
335
shares
|
$16,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
305
shares
|
$15,237
0.0% of portfolio
|
Q2 2025
Reduced 39.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
284
shares
|
$14,188
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
279
shares
|
$13,938
0.0% of portfolio
|
Q1 2025
New holding
|
|