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
Other major holders of LMBS: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, MORGAN STANLEY
Increased |
| 12.3M |
+7.2% |
| $614.5M |
| 0.2% |
| $50.29 |
40 |
| 2025-Q4 | Decreased | 11.5M | -0.9% | $575.4M | 0.2% | $49.87 | 0 |
| 2025-Q3 | Increased | 11.6M | +10.1% | $578.1M | 0.2% | $49.07 | 41 |
| 2025-Q2 | Increased | 10.5M | +14.0% | $519.3M | 0.2% | $48.01 | 43 |
| 2025-Q1 | Decreased | 9.2M | -0.2% | $454.7M | 0.2% | $47.49 | 0 |
| 2024-Q4 | Increased | 9.3M | +8.3% | $451.1M | 0.2% | $46.47 | 41 |
| 2024-Q3 | Increased | 8.6M | +12.2% | $423M | 0.2% | $46.74 | 42 |
| 2024-Q2 | Increased | 7.6M | +7.8% | $366.7M | 0.2% | $45.00 | 40 |