How many shares of LMBS does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 13.7M shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

What is LPL Financial LLC's LMBS position worth?

As of 2026-Q2, LPL Financial LLC's LMBS position is worth $684.5M.

In 2026-Q2, LPL Financial LLC increased their LMBS position (+11.4% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in LMBS in 2018-Q4. They have held the position across 31 quarters.

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

Current Value

$684.5M

Current Shares

13.7M

Total Value Change

+$620M

Total Shares Change

+12.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13.7M	+11.4%	$684.5M	0.2%	$49.61	42
2026-Q1	Increased	12.3M	+7.2%	$614.5M	0.2%	$49.13	40
2025-Q4	Decreased	11.5M	-0.9%	$575.4M	0.2%	$48.81	0
2025-Q3	Increased	11.6M	+10.1%	$578.1M	0.2%	$48.12	41
2025-Q2	Increased	10.5M	+14.0%	$519.3M	0.2%	$47.12	43
2025-Q1	Decreased	9.2M	-0.2%	$454.7M	0.2%	$46.54	0
2024-Q4	Increased	9.3M	+8.3%	$451.1M	0.2%	$45.60	41
2024-Q3	Increased	8.6M	+12.2%	$423M	0.2%	$45.81	42
2024-Q2	Increased	7.6M	+7.8%	$366.7M	0.2%	$44.09	40
2024-Q1	Increased	7.1M	+17.1%	$341.7M	0.2%	$43.79	43
2023-Q4	Decreased	6M	-3.0%	$292.1M	0.2%	$43.36	0
2023-Q3	Decreased	6.2M	-5.8%	$294.4M	0.2%	$41.85	0
2023-Q2	Increased	6.6M	+9.8%	$315.3M	0.2%	$41.80	41
2023-Q1	Increased	6M	+7.5%	$288.3M	0.2%	$41.62	40
2022-Q4	Decreased	5.6M	-2.0%	$265.6M	0.2%	$40.87	0
2022-Q3	Increased	5.7M	+5.4%	$270.6M	0.3%	$40.51	39
2022-Q2	Increased	5.4M	+6.7%	$261.9M	0.2%	$41.13	39
2022-Q1	Decreased	5.1M	-4.9%	$248.8M	0.2%	$41.48	0
2021-Q4	Decreased	5.3M	-1.6%	$267.3M	0.2%	$42.16	0
2021-Q3	Increased	5.4M	+10.3%	$274.9M	0.3%	$42.46	41
2021-Q2	Increased	4.9M	+2.1%	$250.8M	0.3%	$42.52	38
2021-Q1	Increased	4.8M	+7.4%	$246.4M	0.3%	$42.43	40
2020-Q4	Increased	4.5M	+10.6%	$231.2M	0.3%	$42.55	41
2020-Q3	Increased	4.1M	+26.2%	$210M	0.3%	$42.50	45
2020-Q2	Increased	3.2M	+9.0%	$166.4M	0.3%	$42.25	40
2020-Q1	Increased	3M	+28.2%	$150.6M	0.3%	$41.45	45
2019-Q4	Increased	2.3M	+12.6%	$119.3M	0.2%	$41.86	40
2019-Q3	Increased	2M	+22.2%	$106.3M	0.2%	$41.77	43
2019-Q2	Increased	1.7M	+8.8%	$86.5M	0.2%	$41.27	39
2019-Q1	Increased	1.5M	+21.9%	$78.9M	0.2%	$40.67	43
2018-Q4	New	1.3M	-	$64.4M	0.2%	$40.21	49