How many shares of LMBS does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 34,601 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

What is AE Wealth Management LLC's LMBS position worth?

As of 2026-Q2, AE Wealth Management LLC's LMBS position is worth $1.7M.

Is AE Wealth Management LLC buying or selling LMBS?

In 2026-Q2, AE Wealth Management LLC increased their LMBS position (+7.0% change in shares).

When did AE Wealth Management LLC first buy LMBS?

Based on available 13F filings, AE Wealth Management LLC first reported a position in LMBS in 2019-Q2. They have held the position across 29 quarters.

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AE Wealth Management LLC

LMBS
29 quarters

Position history for AE Wealth Management LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$1.7M

Current Shares

34,601

Total Value Change

-$10.8M

Total Shares Change

-207,635

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	34,601	+7.0%	$1.7M	0.0%	$49.61	28
2026-Q1	Increased	32,335	+29.9%	$1.6M	0.0%	$49.13	32
2025-Q4	Decreased	24,898	-32.5%	$1.2M	0.0%	$48.81	0
2025-Q3	Decreased	36,904	-18.6%	$1.8M	0.0%	$48.12	0
2025-Q2	Decreased	45,330	-19.2%	$2.2M	0.0%	$47.12	0
2025-Q1	Decreased	56,109	-2.5%	$2.8M	0.0%	$46.54	0
2024-Q4	Decreased	57,567	-16.7%	$2.8M	0.0%	$45.60	0
2024-Q3	Decreased	69,127	-75.5%	$3.4M	0.0%	$45.81	0
2024-Q2	Increased	281,809	+5.0%	$13.5M	0.1%	$44.09	35
2024-Q1	Decreased	268,431	-13.3%	$13M	0.1%	$43.79	0
2023-Q4	Decreased	309,458	-18.9%	$14.9M	0.1%	$43.36	0
2023-Q3	Decreased	381,628	-6.0%	$18M	0.1%	$41.85	0
2023-Q2	Decreased	405,985	-29.8%	$19.4M	0.1%	$41.80	0
2023-Q1	Decreased	578,541	-27.3%	$27.7M	0.2%	$41.62	0
2022-Q4	Decreased	795,437	-0.8%	$37.7M	0.3%	$40.87	0
2022-Q3	Increased	801,660	+6.0%	$38M	0.3%	$40.51	37
2022-Q2	Increased	756,088	+15.7%	$36.5M	0.3%	$41.13	40
2022-Q1	Decreased	653,392	-13.9%	$32M	0.2%	$41.48	0
2021-Q4	Decreased	759,099	-14.8%	$37.9M	0.3%	$42.16	0
2021-Q3	Decreased	890,773	-15.0%	$45.1M	0.4%	$42.46	0
2021-Q2	Increased	1M	+30.9%	$53.3M	0.5%	$42.52	44
2021-Q1	Decreased	800,590	-10.3%	$40.9M	0.4%	$42.43	0
2020-Q4	Increased	892,636	+17.9%	$45.9M	0.5%	$42.55	48
2020-Q3	Increased	757,331	+4.6%	$39.1M	0.6%	$42.50	43
2020-Q2	Decreased	724,278	-5.7%	$37.4M	0.6%	$42.25	0
2020-Q1	Increased	767,808	+126.3%	$39.2M	0.9%	$41.45	66
2019-Q4	Increased	339,259	+75.1%	$17.6M	0.4%	$41.86	51
2019-Q3	Decreased	193,765	-20.0%	$10.1M	0.3%	$41.77	0
2019-Q2	New	242,236	-	$12.5M	0.4%	$41.27	46

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

LMBS29 quarters

LMBS
29 quarters