Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

LMBSLMBS
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Steward Partners Investment Advisory, LLC holds 244,622 shares of LMBS (FIRST TR EXCHANGE-TRADED FD), worth $12.2M as of 2026-Q2. The position was increased (+359.1% shares). LMBS represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$12.2M

Current Shares

244,622

Total Value Change

+$10.2M

Total Shares Change

+205,174

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
244,622
+359.1%
$12.2M0.1%$49.61
45
2026-Q1
Decreased
53,289
-26.0%
$2.7M0.0%$49.13
0
2025-Q4
Decreased
72,006
-68.5%
$3.6M0.0%$48.81
0
2025-Q3
Increased
228,806
+54.1%
$11.4M0.1%$48.12
39
2025-Q2
Decreased
148,462
-12.3%
$7.3M0.1%$47.12
0
2025-Q1
Increased
169,387
+46.2%
$8.3M0.1%$46.54
37
2024-Q4
Increased
115,889
+193.8%
$5.6M0.1%$45.60
44
2024-Q3
Increased
39,448
+40.8%
$1.9M0.0%$45.81
34

Other major holders of LMBS: MORGAN STANLEY, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used