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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
32,079
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
31,740
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2025
Added 7.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
30,902
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 158.46%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
30,022
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2025
Added 80.47%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
29,704
shares
|
$1.48 Million
1.13% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
28,990
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
28,670
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
28,468
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
27,613
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
27,300
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
27,043
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
25,624
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
25,487
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
25,317
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
24,673
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
24,501
shares
|
$1.22 Million
0.56% of portfolio
|
Q4 2025
Added 13.29%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
24,480
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,429
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
24,277
shares
|
$1.21 Million
0.85% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
23,403
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
23,253
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
22,289
shares
|
$1.11 Million
4.79% of portfolio
|
Q3 2025
Reduced 42.97%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
21,954
shares
|
$1.1 Million
0.91% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,815
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2025
Reduced 69.85%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
20,120
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
Added 11.91%
|
|