# FIRST TR EXCHANGE-TRADED FD (LMBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LMBS/

- Reporting holders: 24
- Reported value: $132.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $26.1M | 537,884 | 3.0% | 1 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $20.7M | 427,270 | 2.4% | 29 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $16.7M | 344,206 | 4.2% | 32 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $11.9M | 246,067 | 4.3% | 18 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $11.3M | 232,966 | 1.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.2M | 231,276 | 0.1% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $10.8M | 221,950 | 1.1% | 4 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $8.3M | 170,684 | 3.1% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.8M | 79,251 | 0.1% | 19 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $3.3M | 68,731 | 1.8% | 16 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $1.7M | 35,061 | 1.4% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 30,581 | 0.2% | 6 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.3M | 27,025 | 0.1% | 12 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $811.5K | 16,747 | 0.1% | 6 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $725.8K | 14,967 | 0.2% | 10 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $605.3K | 12,482 | 0.3% | 24 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $288.1K | 5,946 | 0.2% | 8 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $248.2K | 5,122 | 0.1% | 6 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $238.7K | 4,926 | 0.1% | 9 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $215.9K | 4,437 | 0.0% | 14 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $182.0K | 3,755 | 0.1% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $120.1K | 2,479 | 0.1% | 2 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $18.6K | 384 | 0.0% | 4 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $3.6K | 75 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $132.1M |
| Q2 2026 | 455 | $5.2B |
| Q1 2026 | 443 | $5.1B |
| Q4 2025 | 433 | $4.5B |
| Q3 2025 | 399 | $4.2B |
| Q2 2025 | 420 | $4.1B |
| Q1 2025 | 410 | $3.8B |
| Q4 2024 | 417 | $3.6B |
| Q3 2024 | 392 | $3.5B |
| Q2 2024 | 390 | $3.2B |
| Q1 2024 | 374 | $4.3B |
| Q4 2023 | 380 | $3.6B |