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 451 institutions that hold shares in the stock, with a total of 89.8 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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
137,579
shares
|
$6.87 Million
2.46% of portfolio
|
Q3 2025
Reduced 32.46%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
137,529
shares
|
$6.87 Million
2.94% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
135,602
shares
|
$6.77 Million
0.04% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
134,444
shares
|
$6.72 Million
5.28% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
133,733
shares
|
$6.68 Million
5.17% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
132,039
shares
|
$6.6 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
131,790
shares
|
$6.58 Million
1.97% of portfolio
|
Q4 2025
Added 3.95%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
131,567
shares
|
$6.57 Million
2.04% of portfolio
|
Q4 2025
Added 7.91%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
131,094
shares
|
$6.55 Million
2.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
130,805
shares
|
$6.54 Million
0.66% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
122,387
shares
|
$6.11 Million
0.1% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
120,612
shares
|
$6.03 Million
0.49% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
116,049
shares
|
$5.8 Million
0.07% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
108,934
shares
|
$5.44 Million
1.17% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
108,660
shares
|
$5.43 Million
0.19% of portfolio
|
Q4 2025
Added 9.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
108,503
shares
|
$5.42 Million
0.06% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
108,243
shares
|
$5.41 Million
0.78% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
108,012
shares
|
$5.4 Million
0.15% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
107,685
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
107,432
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
104,541
shares
|
$5.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
102,157
shares
|
$5.1 Million
0.14% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,601
shares
|
$4.73 Million
1.02% of portfolio
|
Q3 2022
Reduced 2.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
91,463
shares
|
$4.57 Million
0.48% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
88,261
shares
|
$4.41 Million
0.66% of portfolio
|
Q3 2025
Added 0.21%
|
|