FIRST TR EXCHANGE-TRADED FD

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LMBS·33739Q200·US·ETF·Unknown - Unknown

LMBS (FIRST TR EXCHANGE-TRADED FD) is held by 68 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($784M), LPL Financial LLC ($684.5M), WELLS FARGO & COMPANY/MN ($284.1M). Net institutional sentiment: Mixed.

68

Holders

(12 Elite)

$3.5B

Total Value

64% (67)

Consensus

43 buying - 24 selling

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

Smart Money Verdict

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Institutional (13F)60

Insider (Form 4)77

Activist (13D/13G)74

Congressional (STOCK Act)76

Holder Quality

23

★★★★★

Elite

87

★★★★

Strong

31

★★★

Solid

69

★★

Below

88

★

Weak

Held by 68 funds

12 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (68)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	15.7M(+2.6%)	$784M	0.0%	+10.04%	33
LPL Financial LLC	Increased	13.7M(+11.4%)	$684.5M	0.2%	+11.15%	42
WELLS FARGO & COMPANY/MN	Decreased	5.7M(-1.3%)	$284.1M	0.0%	+15.14%	0
UBS Group AG	Increased	5M(+4.8%)	$247.1M	0.0%	+13.84%	32
RAYMOND JAMES FINANCIAL INC	Increased	4.3M(+4.1%)	$212.8M	0.1%	+7.24%	32
ROYAL BANK OF CANADA	Increased	3.4M(+3.6%)	$167.2M	0.0%	+5.73%	31
Cetera Investment Advisers	Increased	2.7M(+7.3%)	$136.3M	0.1%	+8.03%	39
HighTower Advisors, LLC	Increased	2.1M(+12.9%)	$105.1M	0.1%	+4.68%	40
BANK OF AMERICA CORP /DE/	Increased	2M(+1.5%)	$101.1M	0.0%	+6.54%	30
FIRST TRUST ADVISORS LP	Increased	1.8M(+19.7%)	$90.6M	0.1%	+9.53%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.5M(+5.1%)	$76.3M	0.1%	+8.73%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.4M(+10.6%)	$67.3M	0.0%	+8.46%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	1M(+15.5%)	$50.7M	0.0%	+14.08%	34
IWIntegrated Wealth Concepts LLC	Increased	823,390(+84.2%)	$41M	0.2%	+4.37%	54
JONES FINANCIAL COMPANIES LLLP	Increased	799,678(+24.3%)	$39.8M	0.0%	+2.11%	35
OSAIC HOLDINGS, INC.	Increased	762,206(+10.1%)	$38M	0.0%	+10.70%	32
STIFEL FINANCIAL CORP	Decreased	678,374(-4.0%)	$33.8M	0.0%	+14.69%	0
ASSETMARK, INC	Decreased	643,298(-2.1%)	$32M	0.1%	+5.53%	0
Private Advisor Group, LLC	Decreased	569,240(-2.6%)	$28.3M	0.1%	+6.50%	0
&PARTNERS	Increased	521,063(+31.0%)	$25.9M	0.1%	+4.63%	43

Showing 1-20 of 70

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LMBSFIRST TR EXCHANGE-TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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