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LMBS
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Position history for LPL Financial LLC's holdings in FIRST TR EXCHANGE-TRADED FD

LPL Financial LLC holds 12.3M shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $614.5M as of 2026-Q1. The position was increased (+7.2% shares). LMBS represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$614.5M

Current Shares

12.3M

Total Value Change

+$247.8M

Total Shares Change

+4.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
12.3M
+7.2%
$614.5M0.2%$50.29
40
2025-Q4
Decreased
11.5M
-0.9%
$575.4M0.2%$49.87
0
2025-Q3
Increased
11.6M
+10.1%
$578.1M0.2%$49.07
41
2025-Q2
Increased
10.5M
+14.0%
$519.3M0.2%$48.01
43
2025-Q1
Decreased
9.2M
-0.2%
$454.7M0.2%$47.49
0
2024-Q4
Increased
9.3M
+8.3%
$451.1M0.2%$46.47
41
2024-Q3
Increased
8.6M
+12.2%
$423M0.2%$46.74
42
2024-Q2
Increased
7.6M
+7.8%
$366.7M0.2%$45.00
40

Other major holders of LMBS: MORGAN STANLEY

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