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LMBSLMBS
Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

COMMONWEALTH EQUITY SERVICES, LLC holds 1.5M shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $76.3M as of 2026-Q2. The position was increased (+5.1% shares). LMBS represents 0.1% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$76.3M

Current Shares

1.5M

Total Value Change

+$45.3M

Total Shares Change

+905,706

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+5.1%
$76.3M0.1%$49.61
31
2026-Q1
Increased
1.5M
+24.1%
$72.7M0.1%$49.13
43
2025-Q4
Increased
1.2M
+14.9%
$58.8M0.1%$48.81
34
2025-Q3
Increased
1M
+8.3%
$51M0.1%$48.12
32
2025-Q2
Decreased
945,768
-5.1%
$46.6M0.1%$47.12
0
2025-Q1
Increased
996,316
+21.1%
$49M0.1%$46.54
35
2024-Q4
Increased
822,928
+31.0%
$40.1M0.1%$45.60
37
2024-Q3
Decreased
628,005
-7.8%
$31M0.0%$45.81
0

Other major holders of LMBS: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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