How many shares of LMBS does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 521,063 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

What is &PARTNERS's LMBS position worth?

As of 2026-Q2, &PARTNERS's LMBS position is worth $25.9M.

In 2026-Q2, &PARTNERS increased their LMBS position (+31.0% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in LMBS in 2020-Q2. They have held the position across 25 quarters.

Position history for &PARTNERS's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$25.9M

Current Shares

521,063

Total Value Change

+$25.5M

Total Shares Change

+512,506

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	521,063	+31.0%	$25.9M	0.1%	$49.61	43
2026-Q1	Decreased	397,684	-1.4%	$19.8M	0.1%	$49.13	0
2025-Q4	Increased	403,411	+4.9%	$20.2M	0.1%	$48.81	36
2025-Q3	Increased	384,407	+6.4%	$19.1M	0.1%	$48.12	36
2025-Q2	Increased	361,143	+92.5%	$17.8M	0.1%	$47.12	54
2025-Q1	Increased	187,638	+84.2%	$9.4M	0.1%	$46.54	43
2024-Q4	Increased	101,842	+364.6%	$4.9M	0.1%	$45.60	43
2024-Q3	Increased	21,919	+168.3%	$1.1M	0.0%	$45.81	41
2024-Q2	Decreased	8,169	-1.2%	$392,520	0.0%	$44.09	0
2024-Q1	New	8,266	-	$398,835	0.1%	$43.79	33
2023-Q4	Exited	0	-100.0%	$0	0.0%	$43.36	0
2023-Q3	Decreased	7,841	-24.0%	$370,409	0.2%	$41.85	0
2023-Q2	Unchanged	10,318	0.0%	$405,910	0.2%	$41.80	0
2023-Q1	Unchanged	10,318	0.0%	$493,923	0.2%	$41.62	0
2022-Q4	Decreased	10,318	-9.1%	$489,176	0.2%	$40.87	0
2022-Q3	Decreased	11,347	-10.8%	$537,000	0.3%	$40.51	0
2022-Q2	Decreased	12,728	-8.8%	$615,000	0.4%	$41.13	0
2022-Q1	Decreased	13,956	-38.8%	$683,000	0.4%	$41.48	0
2021-Q4	Decreased	22,797	-3.0%	$1.1M	0.7%	$42.16	0
2021-Q3	Decreased	23,493	-1.1%	$1.2M	0.8%	$42.46	0
2021-Q2	Unchanged	23,758	0.0%	$1.2M	0.8%	$42.52	0
2021-Q1	Unchanged	23,758	0.0%	$1.2M	0.9%	$42.43	0
2020-Q4	Increased	23,758	+1.1%	$1.2M	1.0%	$42.55	40
2020-Q3	Increased	23,493	+174.6%	$1.2M	1.2%	$42.50	64
2020-Q2	New	8,557	-	$442,000	0.5%	$42.25	47