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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
86,876
shares
|
$4.34 Million
0.13% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
85,540
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.36%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
80,963
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
79,913
shares
|
$3.99 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
76,895
shares
|
$3.84 Million
0.27% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
76,422
shares
|
$3.82 Million
1.22% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
75,480
shares
|
$3.77 Million
2.21% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
74,295
shares
|
$3.71 Million
0.43% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
74,141
shares
|
$3.7 Million
2.53% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
70,610
shares
|
$3.53 Million
0.1% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
70,426
shares
|
$3.52 Million
1.86% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
69,046
shares
|
$3.45 Million
0.37% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
68,647
shares
|
$3.43 Million
1.22% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
67,992
shares
|
$3.4 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
66,584
shares
|
$3.33 Million
3.06% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,197
shares
|
$3.26 Million
0.13% of portfolio
|
Q2 2020
Reduced 67.02%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
64,765
shares
|
$3.24 Million
2.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
63,341
shares
|
$3.16 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,015
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
62,315
shares
|
$3.11 Million
1.08% of portfolio
|
Q4 2025
Added 264.14%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
59,306
shares
|
$2.96 Million
2.5% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
59,286
shares
|
$2.96 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
56,475
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
56,389
shares
|
$2.82 Million
0.75% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
55,798
shares
|
$2.79 Million
0.58% of portfolio
|
Q3 2025
Added 31.02%
|
|