Who owns Lehman Brothers First Trust IOF?

Tip: Access positions for across all investors

Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 552k $4.1M 1% Sep 2025
 View chart
Morgan Stanley 516k $3.9M 100% Jun 2025
 View chart
Guggenheim Capital, LLC Managers 412k $3.1M -26% Sep 2025
 View chart
Invesco 317k $2.4M 22% Sep 2025
 View chart
Wells Fargo & Company 255k $1.9M 18% Sep 2025
 View chart
J.w. Cole Advisors 238k $1.8M 15% Sep 2025
 View chart
Uncommon Cents Investing 180k $1.3M 0% Sep 2025
 View chart
Ameriprise Financial 118k $883k 47% Sep 2025
 View chart
Harbour Investments 106k $793k 10% Sep 2025
 View chart
Bramshill Investments 99k $741k -2% Sep 2025
 View chart
Melfa Wealth Management 82k $613k 0% Sep 2025
 View chart
Apollon Wealth Management 50k $373k 71% Sep 2025
 View chart
Equitable Holdings 49k $370k 7% Sep 2025
 View chart
Jane Street 43k $325k 100% Sep 2025
 View chart
Goss Wealth Management 43k $325k -8% Sep 2025
 View chart
SeaCrest Wealth Management 42k $322k 14% Sep 2025
 View chart
Total Wealth Planning & Management 42k $317k 2% Jun 2025
 View chart
Advisor Group Holdings 40k $301k 29% Sep 2025
 View chart
Raymond James Financial 33k $248k 0% Sep 2025
 View chart
HighTower Advisors 30k $225k 0% Sep 2025
 View chart
Commonwealth Equity Services 28k $209k -18% Sep 2025
 View chart
AlphaCore Capital 24k $180k -8% Sep 2025
 View chart
Hrt Financial 19k $143k 100% Sep 2025
 View chart
UBS Group 18k $133k 27% Sep 2025
 View chart
Capital Investment Advisors 18k $132k -12% Sep 2025
 View chart
Morris Retirement Advisors 17k $130k 11% Sep 2025
 View chart
PFG Investments 16k $120k 0% Sep 2025
 View chart
Kestra Advisory Services 16k $119k 2% Sep 2025
 View chart
Royal Bank of Canada 14k $107k 23% Sep 2025
 View chart
Wealth Enhancement Advisory Services 14k $102k 9% Sep 2025
 View chart
Susquehanna International 13k $100k -8% Sep 2025
 View chart
CoreCap Advisors 13k $94k 100% Sep 2025
 View chart
Landscape Capital Management 12k $91k -24% Sep 2025
 View chart
Cetera Investment Advisers 11k $83k 2% Sep 2025
 View chart
Bailard 11k $81k 0% Sep 2025
 View chart
Mercer Global Advisors 11k $80k 100% Sep 2025
 View chart
CWM 4.9k $37k -2% Sep 2025
 View chart
Brian McDonald 2.9k $22k -1% Sep 2025
 View chart
Highline Wealth Partners 1.5k $11k 100% Sep 2025
 View chart
Advisory Services Network 1.0k $7.5k 100% Sep 2025
 View chart
Jones Financial Companies, L.L 354.00 $2.7k 100% Sep 2025
 View chart

Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Balyasny Asset Management Jun 2025 45k $338k
Intl Fcstone Jun 2025 39k $296k
Elequin Capital Jun 2025 18k $137k
XTX Topco Jun 2025 15k $114k
GPS Wealth Strategies Group Jun 2025 425.00 $3.2k