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 447 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
191,422
shares
|
$9.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
191,083
shares
|
$9.4 Million
0.03% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
185,204
shares
|
$9.11 Million
0.03% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
169,992
shares
|
$8.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
168,698
shares
|
$8.3 Million
0.31% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
163,173
shares
|
$8.03 Million
4.13% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
159,628
shares
|
$7.86 Million
3.39% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
158,767
shares
|
$7.81 Million
4.95% of portfolio
|
Q1 2023
Reduced 4.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
158,583
shares
|
$7.8 Million
0.26% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
152,471
shares
|
$7.5 Million
0.26% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
150,562
shares
|
$7.41 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
149,411
shares
|
$7.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
144,196
shares
|
$7.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
142,358
shares
|
$7.01 Million
0.97% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
140,936
shares
|
$6.94 Million
1.65% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,857
shares
|
$6.93 Million
0.29% of portfolio
|
Q3 2022
Added 5.22%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
138,317
shares
|
$6.81 Million
3.35% of portfolio
|
Q4 2024
Added 32.85%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
137,300
shares
|
$6.76 Million
1.31% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
134,278
shares
|
$6.61 Million
4.37% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
130,844
shares
|
$6.44 Million
5.81% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
129,978
shares
|
$6.4 Million
2.46% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
129,914
shares
|
$6.39 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
129,564
shares
|
$6.38 Million
0.0% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
128,288
shares
|
$6.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
127,906
shares
|
$6.29 Million
0.02% of portfolio
|
Q4 2024
Added 6.65%
|