FIRST TR EXCHANGE TRADED FD (LMBS) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling LMBS?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for FIRST TR EXCHANGE TRADED FD, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on LMBS?

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

Is institutional money flowing into LMBS?

73 institutional investors hold FIRST TR EXCHANGE TRADED FD (LMBS). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about LMBS?

Track institutional sentiment and conviction scores for FIRST TR EXCHANGE TRADED FD (LMBS) including Smart Money Verdict and position changes on HoldingsIntel.

FIRST TR EXCHANGE TRADED FD

LMBS·33739Q200·US·etf·Unknown - Unknown

FST LOW OPPT EFT

LMBS (FIRST TR EXCHANGE TRADED FD) is held by 73 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($707.4M), LPL Financial LLC ($575.4M), WELLS FARGO & COMPANY/MN ($276M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$3.1B

Total Value

53% (76)

Fund Consensus

36 buying - 27 selling

Smart Money Verdict- Q4 2025View all

61Mixed MomentumSingle Source

Held by 73 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	14.2M(+2.5%)	$707.4M	0.0%	+10.48%	32
LPL Financial LLC	Decreased	11.5M(-0.9%)	$575.4M	0.2%	+12.84%	0
WELLS FARGO & COMPANY/MN	Increased	5.5M(+1.6%)	$276M	0.1%	+15.15%	31
UBS Group AG	Decreased	4.6M(-0.4%)	$230.5M	0.0%	+14.27%	0
RAYMOND JAMES FINANCIAL INC	Increased	4.1M(+6.7%)	$203.3M	0.1%	+7.05%	33
ROYAL BANK OF CANADA	Increased	2.9M(+7.5%)	$143.5M	0.0%	+7.41%	33
Cetera Investment Advisers	Decreased	2.4M(-2.5%)	$119M	0.1%	+8.65%	0
BANK OF AMERICA CORP /DE/	Decreased	1.8M(-4.7%)	$89.4M	0.0%	+6.80%	0
HighTower Advisors, LLC	Increased	1.5M(+95.3%)	$72.7M	0.1%	+5.89%	47
FIRST TRUST ADVISORS LP	Increased	1.3M(+7.2%)	$66.1M	0.0%	+12.75%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.2M(+14.9%)	$58.8M	0.1%	+10.71%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1M(+22.0%)	$52.3M	0.0%	+10.27%	35
ENVESTNET ASSET MANAGEMENT INC	Decreased	819,001(-18.9%)	$40.9M	0.0%	+17.38%	0
STIFEL FINANCIAL CORP	Increased	734,499(+3.5%)	$36.7M	0.0%	+13.95%	30
OSAIC HOLDINGS, INC.	Decreased	672,921(-22.9%)	$33.6M	0.0%	+11.62%	0
JANE STREET GROUP, LLC	New	668,153	$33.4M	0.0%	+0.84%	40
ASSETMARK, INC	Increased	610,372(+105.2%)	$30.5M	0.1%	+5.16%	46
Baird Financial Group, Inc.	Increased	554,218(+2.5%)	$27.7M	0.0%	+12.71%	29
Private Advisor Group, LLC	Increased	544,981(+90.3%)	$27.2M	0.1%	+6.17%	54
Cerity Partners LLC	Increased	435,016(+0.7%)	$21.7M	0.0%	+12.34%	29
&PARTNERS	Increased	403,411(+4.9%)	$20.2M	0.1%	+5.58%	36
JONES FINANCIAL COMPANIES LLLP	Increased	382,459(+54.6%)	$19.1M	0.0%	+3.18%	40
London & Capital Asset Management Ltd	New	362,799	$18.1M	0.2%	+0.84%	47
Mariner, LLC	Increased	329,446(+23.7%)	$16.5M	0.0%	+7.21%	34
Integrated Wealth Concepts LLC	Decreased	321,590(-12.2%)	$16.1M	0.2%	+10.86%	0
NewEdge Advisors, LLC	Increased	321,010(+4.9%)	$16M	0.1%	+12.68%	30
Rockefeller Capital Management L.P.	Increased	314,038(+23.3%)	$15.7M	0.0%	+8.59%	34
CLIFFORD SWAN INVESTMENT COUNSEL LLC	Decreased	303,153(-7.2%)	$15.2M	0.5%	+13.53%	0
Kestra Advisory Services, LLC	Increased	271,343(+10.1%)	$13.6M	0.1%	+12.27%	31
TRUIST FINANCIAL CORP	Decreased	241,809(-2.0%)	$12.1M	0.0%	+16.80%	0
MML INVESTORS SERVICES, LLC	Increased	226,402(+3.4%)	$11.3M	0.0%	+15.22%	29
AXXCESS WEALTH MANAGEMENT, LLC	Increased	205,922(+742.9%)	$10.3M	0.2%	+2.24%	53
COMERICA BANK	Decreased	187,988(-2.1%)	$9.4M	0.0%	+15.42%	0
Focus Partners Wealth	Decreased	179,348(-0.1%)	$9M	0.0%	+11.44%	0
CITIGROUP INC	Increased	151,581(+1.8%)	$7.6M	0.0%	+7.37%	28
Envestnet Portfolio Solutions, Inc.	Decreased	143,658(-4.7%)	$7.2M	0.0%	+16.34%	0
D.A. DAVIDSON & CO.	Increased	138,106(+1.9%)	$6.9M	0.0%	+14.49%	28
BENJAMIN EDWARDS INC	Increased	134,804(+24.2%)	$6.7M	0.1%	+5.88%	33
CITADEL ADVISORS LLC	Decreased	133,802(-36.8%)	$6.7M	0.0%	+4.58%	0
Farther Finance Advisors, LLC	Increased	117,605(+2325.8%)	$5.9M	0.1%	+1.22%	44
CAPTRUST FINANCIAL ADVISORS	Increased	115,583(+7.6%)	$5.8M	0.0%	+5.25%	29
JPMORGAN CHASE & CO	Increased	93,226(+9.0%)	$4.7M	0.0%	+6.67%	29
Equitable Holdings, Inc.	Increased	73,897(+17.3%)	$3.7M	0.0%	+7.21%	31
Steward Partners Investment Advisory, LLC	Decreased	72,006(-68.5%)	$3.6M	0.0%	+6.42%	0
DAVENPORT & Co LLC	Decreased	49,640(-6.3%)	$2.5M	0.0%	+16.37%	0
Sanctuary Advisors, LLC	Decreased	47,371(-10.2%)	$2.4M	0.0%	+10.32%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	45,700(-73.1%)	$2.3M	0.0%	+10.94%	0
NewEdge Wealth, LLC	Decreased	45,159(-0.7%)	$2.3M	0.0%	+17.75%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	43,802	$2.2M	0.0%	+0.84%	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	31,740(+7.5%)	$1.6M	0.0%	+8.77%	28
AE Wealth Management LLC	Decreased	24,898(-32.5%)	$1.2M	0.0%	+17.87%	0
Orion Porfolio Solutions, LLC	Decreased	20,760(-56.2%)	$1M	0.0%	+13.41%	0
Bank of New York Mellon Corp	Decreased	17,396(-59.3%)	$869,646	0.0%	+14.35%	0
MAI Capital Management	Increased	17,294(+55.7%)	$864,546	0.0%	+4.62%	35
OneDigital Investment Advisors LLC	Decreased	15,433(-8.0%)	$771,496	0.0%	+11.43%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	13,265(-24.4%)	$663,116	0.0%	+19.50%	0
Beacon Pointe Advisors, LLC	Decreased	11,949(-0.4%)	$597,331	0.0%	+17.48%	0
Quantinno Capital Management LP	Increased	9,913(+10.4%)	$495,551	0.0%	+5.38%	27
Creative Planning	Decreased	9,347(-5.2%)	$467,232	0.0%	+12.66%	0
Wealthspire Advisors, LLC	Unchanged	8,308	$415,317	0.0%	+8.22%	0
Allworth Financial LP	Decreased	8,181(-4.3%)	$408,951	0.0%	+17.65%	0
MERCER GLOBAL ADVISORS INC /ADV	New	4,987	$249,321	0.0%	+0.84%	32
AMERIPRISE FINANCIAL INC	Decreased	4,801(-53.2%)	$242,601	0.0%	+8.16%	0
ZACKS INVESTMENT MANAGEMENT	New	4,298	$214,857	0.0%	+0.84%	32
US BANCORP \DE\	Decreased	4,232(-19.1%)	$211,560	0.0%	+6.98%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	3,551(+0.3%)	$177,536	0.0%	+12.99%	23
BLAIR WILLIAM & CO/IL	Increased	3,391(+416.1%)	$169,516	0.0%	+3.18%	36
Aptus Capital Advisors, LLC	Decreased	825(-5.9%)	$41,242	0.0%	+15.47%	0
BANK OF MONTREAL /CAN/	Increased	737(+169.0%)	$36,843	0.0%	+1.45%	22
First Command Advisory Services, Inc.	New	244	$12,198	0.0%	+0.84%	24
CULLEN/FROST BANKERS, INC.	Decreased	158(-42.1%)	$7,909	0.0%	+2.49%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	13(-83.3%)	$650	0.0%	+5.99%	0
HUNTINGTON NATIONAL BANK	Decreased	2(-94.3%)	$100	0.0%	+11.78%	0
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$278,664	0.0%	+3.87%	0
Cresset Asset Management, LLC	Exited	0(-100.0%)	$337,576	0.0%	+16.03%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$280	0.0%	+1.63%	0

FIRST TR EXCHANGE TRADED FD

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