How many shares of LMBS does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 823,390 shares of LMBS (FIRST TR EXCHANGE-TRADED FD).

What is Integrated Wealth Concepts LLC's LMBS position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's LMBS position is worth $41M.

Is Integrated Wealth Concepts LLC buying or selling LMBS?

In 2026-Q2, Integrated Wealth Concepts LLC increased their LMBS position (+84.2% change in shares).

When did Integrated Wealth Concepts LLC first buy LMBS?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in LMBS in 2019-Q3. They have held the position across 28 quarters.

Back to IW Integrated Wealth Concepts LLC

LMBS
28 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$41M

Current Shares

823,390

Total Value Change

+$40.7M

Total Shares Change

+818,274

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	823,390	+84.2%	$41M	0.2%	$49.61	54
2026-Q1	Increased	447,057	+39.0%	$22.3M	0.2%	$49.13	45
2025-Q4	Decreased	321,590	-12.2%	$16.1M	0.2%	$48.81	0
2025-Q3	Increased	366,056	+12.5%	$18.2M	0.2%	$48.12	38
2025-Q2	Increased	325,317	+4.5%	$16M	0.2%	$47.12	35
2025-Q1	Increased	311,174	+15.3%	$15.3M	0.2%	$46.54	39
2024-Q4	Increased	269,791	+5.4%	$13.1M	0.2%	$45.60	35
2024-Q3	Decreased	255,927	-3.1%	$12.6M	0.2%	$45.81	0
2024-Q2	Increased	264,133	+195.5%	$12.7M	0.2%	$44.09	54
2024-Q1	Decreased	89,373	-20.1%	$4.3M	0.1%	$43.79	0
2023-Q4	Decreased	111,841	-6.9%	$5.4M	0.1%	$43.36	0
2023-Q3	Increased	120,152	+22.1%	$5.7M	0.1%	$41.85	39
2023-Q2	Increased	98,447	+101.5%	$4.7M	0.1%	$41.80	43
2023-Q1	Increased	48,844	+12.8%	$2.3M	0.0%	$41.62	29
2022-Q4	Increased	43,313	+39.5%	$2.1M	0.1%	$40.87	34
2022-Q3	Increased	31,043	+2.4%	$1.5M	0.0%	$40.51	26
2022-Q2	Decreased	30,321	-7.8%	$1.5M	0.0%	$41.13	0
2022-Q1	Decreased	32,903	-42.1%	$1.6M	0.0%	$41.48	0
2021-Q4	Increased	56,859	+25.9%	$2.8M	0.1%	$42.16	32
2021-Q3	Increased	45,161	+69.0%	$2.3M	0.1%	$42.46	39
2021-Q2	Increased	26,730	+8.3%	$1.4M	0.0%	$42.52	28
2021-Q1	Increased	24,678	+80.6%	$1.3M	0.1%	$42.43	39
2020-Q4	Decreased	13,666	-36.4%	$703,000	0.0%	$42.55	0
2020-Q3	Increased	21,502	+12.5%	$1.1M	0.1%	$42.50	28
2020-Q2	Increased	19,118	+4.2%	$988,000	0.1%	$42.25	26
2020-Q1	Increased	18,357	+15.4%	$936,000	0.1%	$41.45	29
2019-Q4	Increased	15,910	+211.0%	$824,000	0.1%	$41.86	40
2019-Q3	New	5,116	-	$266,000	0.0%	$41.77	32

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

LMBS28 quarters

LMBS
28 quarters