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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
41,748
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
41,544
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
41,212
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2025
Added 498.4%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
40,681
shares
|
$2.03 Million
1.68% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,566
shares
|
$2.03 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
39,614
shares
|
$1.98 Million
3.48% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
39,438
shares
|
$1.97 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
39,419
shares
|
$1.97 Million
0.86% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
38,707
shares
|
$1.93 Million
0.92% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
38,167
shares
|
$1.91 Million
1.13% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
38,142
shares
|
$1.91 Million
1.51% of portfolio
|
Q4 2025
Reduced 5.8%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
37,523
shares
|
$1.87 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
37,355
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
37,266
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
37,073
shares
|
$1.85 Million
0.74% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
36,904
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
36,149
shares
|
$1.81 Million
0.8% of portfolio
|
Q4 2025
Added 22.94%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
35,067
shares
|
$1.75 Million
1.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
34,543
shares
|
$1.73 Million
0.26% of portfolio
|
Q4 2025
Added 21.63%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
34,130
shares
|
$1.71 Million
0.35% of portfolio
|
Q4 2025
Added 20.59%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
33,496
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
33,437
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2025
Added 91.67%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
33,364
shares
|
$1.67 Million
0.66% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
33,342
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2025
Reduced 21.31%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
32,765
shares
|
$1.64 Million
1.61% of portfolio
|
Q4 2025
Added 5.13%
|
|