FIRST TR EXCHANGE-TRADED FD (LMBS) is held by 70 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling LMBS?

In Q1 2026, 41 institutions opened or increased positions in FIRST TR EXCHANGE-TRADED FD while 30 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on LMBS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR EXCHANGE-TRADED FD.

How many hedge funds hold LMBS?

70 institutional investors report holding FIRST TR EXCHANGE-TRADED FD (LMBS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into LMBS?

As of Q1 2026, tracked institutions in FIRST TR EXCHANGE-TRADED FD show 41 buyers versus 30 sellers — net inflows.

FIRST TR EXCHANGE-TRADED FD

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

Holders

Avg rating(20 Elite)

$3.3B

Total Value

58% (75)

Fund Consensus

41 buying - 30 selling

No verdict yet — fewer than 2 funds hold LMBS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	15.4M(+8.5%)	$764.7M	0.0%	+8.27%	34
LPL Financial LLC	Increased	12.3M(+7.2%)	$614.5M	0.2%	+10.55%	40
WELLS FARGO & COMPANY/MN	Increased	5.8M(+4.7%)	$288M	0.1%	+13.00%	32
UBS Group AG	Increased	4.7M(+2.7%)	$235.9M	0.0%	+12.49%	32
RAYMOND JAMES FINANCIAL INC	Increased	4.1M(+1.0%)	$204.5M	0.1%	+5.70%	31
ROYAL BANK OF CANADA	Increased	3.2M(+13.0%)	$161.5M	0.0%	+5.23%	34
Cetera Investment Advisers	Increased	2.6M(+7.2%)	$127.1M	0.1%	+6.73%	39
BANK OF AMERICA CORP /DE/	Increased	2M(+11.9%)	$99.7M	0.0%	+4.77%	33
HighTower Advisors, LLC	Increased	1.9M(+28.6%)	$93.2M	0.1%	+3.27%	37
FIRST TRUST ADVISORS LP	Increased	1.5M(+15.1%)	$75.8M	0.1%	+9.57%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.5M(+24.1%)	$72.7M	0.1%	+7.16%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+16.8%)	$60.9M	0.0%	+7.37%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	882,346(+7.7%)	$43.9M	0.0%	+14.55%	31
STIFEL FINANCIAL CORP	Decreased	706,891(-3.8%)	$35.2M	0.0%	+12.59%	0
OSAIC HOLDINGS, INC.	Increased	692,483(+2.9%)	$34.5M	0.1%	+9.93%	30
ASSETMARK, INC	Increased	657,287(+7.7%)	$32.7M	0.1%	+3.52%	31
JONES FINANCIAL COMPANIES LLLP	Increased	643,464(+68.2%)	$31.9M	0.0%	+0.65%	43
Private Advisor Group, LLC	Increased	584,447(+7.2%)	$29.1M	0.1%	+4.47%	37
Baird Financial Group, Inc.	Decreased	514,944(-7.1%)	$25.6M	0.0%	+11.36%	0
IWIntegrated Wealth Concepts LLC	Increased	447,057(+39.0%)	$22.3M	0.2%	+6.30%	45