How many shares of LMBS does Private Advisor Group, LLC own?

As of 2026-Q2, Private Advisor Group, LLC holds 569,240 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

What is Private Advisor Group, LLC's LMBS position worth?

As of 2026-Q2, Private Advisor Group, LLC's LMBS position is worth $28.3M.

Is Private Advisor Group, LLC buying or selling LMBS?

In 2026-Q2, Private Advisor Group, LLC decreased their LMBS position (-2.6% change in shares).

When did Private Advisor Group, LLC first buy LMBS?

Based on available 13F filings, Private Advisor Group, LLC first reported a position in LMBS in 2019-Q1. They have held the position across 30 quarters.

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Private Advisor Group, LLC

LMBS
30 quarters

Position history for Private Advisor Group, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$28.3M

Current Shares

569,240

Total Value Change

+$23.7M

Total Shares Change

+479,769

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	569,240	-2.6%	$28.3M	0.1%	$49.61	0
2026-Q1	Increased	584,447	+7.2%	$29.1M	0.1%	$49.13	37
2025-Q4	Increased	544,981	+90.3%	$27.2M	0.1%	$48.81	54
2025-Q3	Increased	286,339	+9.5%	$14.3M	0.1%	$48.12	31
2025-Q2	Decreased	261,445	-45.0%	$12.9M	0.1%	$47.12	0
2025-Q1	Increased	475,013	+4.6%	$23.4M	0.1%	$46.54	36
2024-Q4	Increased	454,078	+95.0%	$22.1M	0.1%	$45.60	54
2024-Q3	Increased	232,921	+7.5%	$11.5M	0.1%	$45.81	30
2024-Q2	Decreased	216,708	-26.1%	$10.4M	0.1%	$44.09	0
2024-Q1	Decreased	293,076	-1.7%	$14.1M	0.1%	$43.79	0
2023-Q4	Increased	298,208	+17.5%	$14.4M	0.1%	$43.36	39
2023-Q3	Decreased	253,796	-19.3%	$12M	0.1%	$41.85	0
2023-Q2	Decreased	314,387	-24.9%	$15M	0.1%	$41.80	0
2023-Q1	Decreased	418,596	-31.0%	$20M	0.2%	$41.62	0
2022-Q4	Increased	606,391	+22.6%	$291,223	0.0%	$40.87	28
2022-Q3	Increased	494,481	+83.8%	$23.4M	0.3%	$40.51	53
2022-Q2	Decreased	269,064	-26.4%	$13M	0.1%	$41.13	0
2022-Q1	Decreased	365,622	-10.9%	$17.9M	0.1%	$41.48	0
2021-Q4	Decreased	410,316	-10.3%	$20.5M	0.2%	$42.16	0
2021-Q3	Decreased	457,532	-26.6%	$23.1M	0.1%	$42.46	0
2021-Q2	Increased	622,900	+21.9%	$31.7M	0.3%	$42.52	41
2021-Q1	Increased	510,813	+35.2%	$26.1M	0.2%	$42.43	44
2020-Q4	Increased	377,865	+30.8%	$19.4M	0.2%	$42.55	43
2020-Q3	Increased	288,942	+36.4%	$14.9M	0.2%	$42.50	44
2020-Q2	Increased	211,915	+12.0%	$11M	0.2%	$42.25	37
2020-Q1	Decreased	189,275	-7.3%	$9.7M	0.2%	$41.45	0
2019-Q4	Increased	204,298	+52.2%	$10.6M	0.2%	$41.86	46
2019-Q3	Increased	134,218	+25.6%	$7M	0.1%	$41.77	40
2019-Q2	Increased	106,825	+19.4%	$5.5M	0.1%	$41.27	32
2019-Q1	New	89,471	-	$4.6M	0.1%	$40.67	37

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

LMBS30 quarters

LMBS
30 quarters