Back to FIRST TRUST ADVISORS LP FIRST TRUST ADVISORS LP

LMBSLMBS
Showing 8 of 31 quarters

Position history for FIRST TRUST ADVISORS LPFIRST TRUST ADVISORS LP's holdings in FIRST TR EXCHANGE-TRADED FD

FIRST TRUST ADVISORS LP holds 1.8M shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $90.6M as of 2026-Q2. The position was increased (+19.7% shares). LMBS represents 0.1% of FIRST TRUST ADVISORS LP's portfolio.

Current Value

$90.6M

Current Shares

1.8M

Total Value Change

+$38.8M

Total Shares Change

+771,466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+19.7%
$90.6M0.1%$49.61
35
2026-Q1
Increased
1.5M
+15.1%
$75.8M0.1%$49.13
34
2025-Q4
Increased
1.3M
+7.2%
$66.1M0.0%$48.81
32
2025-Q3
Increased
1.2M
+11.7%
$61.4M0.0%$48.12
33
2025-Q2
Increased
1.1M
+11.4%
$54.3M0.0%$47.12
33
2025-Q1
Decreased
989,871
-6.1%
$48.7M0.0%$46.54
0
2024-Q4
Increased
1.1M
+0.5%
$51.3M0.0%$45.60
29
2024-Q3
Decreased
1M
-12.5%
$51.8M0.0%$45.81
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used