Who Owns FIRST TR ETF IV ETF FIRST TR LOW DURATION MTG OPPORTUNITIES ETF (LMBS)? -- Institutional Holders (2026-06-30)

482 institutions reported holding $5.02B of FIRST TR ETF IV ETF FIRST TR LOW DURATION MTG OPPORTUNITIES ETF (LMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($784.0M), LPL Financial LLC ($684.5M), WELLS FARGO & COMPANY/MN ($284.1M), UBS Group AG ($247.1M), RAYMOND JAMES FINANCIAL INC ($212.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$784.0M15.7MAdded
2LPL Financial LLC$684.5M13.7MAdded
3WELLS FARGO & COMPANY/MN$284.1M5.7MTrimmed
4UBS Group AG$247.1M5.0MAdded
5RAYMOND JAMES FINANCIAL INC$212.8M4.3MAdded
6Royal Bank of Canada$167.2M3.4MAdded
7Cetera Investment Advisers$136.3M2.7MAdded
8HighTower Advisors, LLC$105.1M2.1MAdded
9BANK OF AMERICA CORP /DE/$101.1M2.0MAdded
10FIRST TRUST ADVISORS LP$90.6M1.8MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$76.3M1.5MAdded
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$67.3M1.4MAdded
13Concurrent Investment Advisors, LLC$65.5M1.3MTrimmed
14Berger Financial Group, Inc$56.7M1.1MAdded
15ENVESTNET ASSET MANAGEMENT INC$50.7M1.0MAdded
16Clearwater Capital Advisors, LLC$47.4M952,240Added
17Harvest Investment Services, LLC$44.9M902,106Added
18Csenge Advisory Group$44.9M901,794Added
19JONES FINANCIAL COMPANIES LLLP$39.8M799,678Added
20OSAIC HOLDINGS, INC.$38.0M762,206Added
21Cambridge Investment Research Advisors, Inc.$37.3M749,561Added
22HARBOUR INVESTMENTS, INC.$35.8M718,902Trimmed
23STIFEL FINANCIAL CORP$33.8M678,374Trimmed
24ASSETMARK, INC$32.0M643,298Trimmed
25Aaron Wealth Advisors LLC$30.9M619,993Added

Source: SEC Form 13F filings · as of 2026-06-30