LMBS — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026

Name: Who Owns LMBS? 28 Institutions Hold $132M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchange-Traded Fd (LMBS)? 28 institutions reported holding $132.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Enhancement Group LLC ($26.1M), Inspirion Wealth Advisors, LLC ($20.7M), Prism Advisors, Inc. ($16.7M).

Rank	Institution	Value	Shares	Change
1	Financial Enhancement Group LLC	$26.1M	537,884	New
2	INSPIRION WEALTH ADVISORS, LLC	$20.7M	427,270	Added
3	Prism Advisors, Inc.	$16.7M	344,206	Added
4	SEARCY FINANCIAL SERVICES INC /ADV	$11.9M	246,067	Trimmed
5	Grove Bank & Trust	$11.3M	232,966	Added
6	Farther Finance Advisors, LLC	$11.2M	231,276	Added
7	Wealth Enhancement Trust Services, Inc.	$10.8M	221,950	Added
8	MRA Advisory Group	$8.3M	170,684	Added
9	CoreCap Advisors, LLC	$3.8M	79,251	Added
10	Dominguez Wealth Management Solutions, Inc.	$3.3M	68,731	Added
11	Wisconsin Wealth Advisors, LLC	$1.7M	35,061	Trimmed
12	Balefire, LLC	$1.5M	30,581	Added
13	ATWOOD & PALMER INC	$1.3M	27,025	Hold
14	TITLEIST ASSET MANAGEMENT, LLC	$811,549	16,747	Added
15	AVAII WEALTH MANAGEMENT, LLC	$725,760	14,967	Trimmed
16	Ballew Advisors, Inc	$605,252	12,482	Added
17	WINEBRENNER CAPITAL MANAGEMENT LLC	$288,143	5,946	Trimmed
18	TrueWealth Advisors, LLC	$248,196	5,122	Added
19	PRIVATE CLIENT SERVICES, LLC	$238,710	4,926	Trimmed
20	Sound Income Strategies, LLC	$215,860	4,437	Trimmed
21	GILPIN WEALTH MANAGEMENT, LLC	$181,968	3,755	Added
22	Noble Wealth Management PBC	$120,132	2,479	Added
23	Go Invest LLC	$18,612	384	Trimmed
24	AMERICAN NATIONAL BANK & TRUST	$3,634	75	Hold
25	Kaydan Wealth Management, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30