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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
55,289
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
55,289
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
54,947
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2025
Reduced 41.43%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
54,206
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
53,830
shares
|
$2.69 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
51,739
shares
|
$2.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
50,896
shares
|
$2.54 Million
0.21% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
50,749
shares
|
$2.54 Million
1.03% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
49,640
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2025
Reduced 6.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
49,043
shares
|
$2.45 Million
0.23% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
48,529
shares
|
$2.42 Million
0.89% of portfolio
|
Q3 2024
Added 99.53%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
47,869
shares
|
$2.39 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
47,406
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
47,315
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2025
Added 1320.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
47,220
shares
|
$2.36 Million
1.72% of portfolio
|
Q4 2024
Added 35.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
46,952
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
46,945
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,925
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
45,485
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
45,424
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
45,023
shares
|
$2.25 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
44,411
shares
|
$2.22 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
43,358
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
42,169
shares
|
$2.11 Million
0.13% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
41,768
shares
|
$2.09 Million
1.28% of portfolio
|
Q3 2025
Added 2.99%
|
|