FIRST TR EXCHANGE-TRADED FD (LMBS) is held by 71 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling LMBS?

In Q2 2026, 44 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 27 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on LMBS?

HoldingsIntel scores FIRST TR EXCHANGE-TRADED FD across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for LMBS. In Q2 2026, the institutional leg showed net inflows: 44 buying versus 27 selling.

How many hedge funds hold LMBS?

71 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (LMBS) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into LMBS?

As of Q2 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 44 buyers versus 27 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

LMBS·33739Q200·US·ETF

Holders

(9 Elite)

$3.5B

Total Value

62% (71)

Consensus

44 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 71 funds

9 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for LMBS.

Checking access…

	Action
MORGAN STANLEY	Increased	15.7M(+2.6%)	$784M	0.0%	+8.01%	33
LPL Financial LLC	Increased	13.7M(+11.4%)	$684.5M	0.2%	+9.10%	42
WELLS FARGO & COMPANY/MN	Decreased	5.7M(-1.3%)	$284.1M	0.0%	+13.72%	0
UBS Group AG	Increased	5M(+4.8%)	$247.1M	0.0%	+11.74%	32
RAYMOND JAMES FINANCIAL INC	Increased	4.3M(+4.1%)	$212.8M	0.1%	+5.26%	32
ROYAL BANK OF CANADA	Increased	3.4M(+3.6%)	$167.2M	0.0%	+10.70%	31
Cetera Investment Advisers	Increased	2.7M(+7.3%)	$136.3M	0.1%	+6.04%	39
HighTower Advisors, LLC	Increased	2.1M(+12.9%)	$105.1M	0.1%	+2.75%	40
BANK OF AMERICA CORP /DE/	Increased	2M(+1.5%)	$101.1M	0.0%	+10.97%	30
FIRST TRUST ADVISORS LP	Increased	1.8M(+19.7%)	$90.6M	0.1%	+7.51%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.5M(+5.1%)	$76.3M	0.1%	+6.72%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.4M(+10.6%)	$67.3M	0.0%	+6.46%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	1M(+15.5%)	$50.7M	0.0%	+11.98%	34
JONES FINANCIAL COMPANIES LLLP	Increased	799,678(+24.3%)	$39.8M	0.0%	+0.23%	35
OSAIC HOLDINGS, INC.	Increased	762,206(+10.1%)	$38M	0.0%	+8.66%	32
STIFEL FINANCIAL CORP	Decreased	678,374(-4.0%)	$33.8M	0.0%	+12.58%	0
ASSETMARK, INC	Decreased	643,298(-2.1%)	$32M	0.1%	+3.58%	0
Private Advisor Group, LLC	Decreased	569,240(-2.6%)	$28.3M	0.1%	+4.53%	0
&PARTNERS	Increased	521,063(+31.0%)	$25.9M	0.1%	+2.70%	43
IWIntegrated Wealth Concepts LLC	Increased	504,821(+12.9%)	$25.1M	0.2%	+2.45%	39

Showing 1-20 of 74

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LMBSFIRST TR EXCHANGE-TRADED FD

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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