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LMBS — First Tr Exchange-Traded Fd 机构持仓 · 2026年Q3

谁持有 First Tr Exchange-Traded Fd(LMBS)?2026年Q3(报告期截至 2026-09-30)共有 28 家机构在 SEC 13F 申报中报告持有,合计 1.32 亿美元。前几大持有机构:Financial Enhancement Group LLC(2,610.00 万美元)、Inspirion Wealth Advisors, LLC(2,070.00 万美元)、Prism Advisors, Inc.(1,670.00 万美元)。

排名机构市值股数变动
1Financial Enhancement Group LLC$26.1M537,884新建仓
2INSPIRION WEALTH ADVISORS, LLC$20.7M427,270增持
3Prism Advisors, Inc.$16.7M344,206增持
4SEARCY FINANCIAL SERVICES INC /ADV$11.9M246,067减持
5Grove Bank & Trust$11.3M232,966增持
6Farther Finance Advisors, LLC$11.2M231,276增持
7Wealth Enhancement Trust Services, Inc.$10.8M221,950增持
8MRA Advisory Group$8.3M170,684增持
9CoreCap Advisors, LLC$3.8M79,251增持
10Dominguez Wealth Management Solutions, Inc.$3.3M68,731增持
11Wisconsin Wealth Advisors, LLC$1.7M35,061减持
12Balefire, LLC$1.5M30,581增持
13ATWOOD & PALMER INC$1.3M27,025持平
14TITLEIST ASSET MANAGEMENT, LLC$811,54916,747增持
15AVAII WEALTH MANAGEMENT, LLC$725,76014,967减持
16Ballew Advisors, Inc$605,25212,482增持
17WINEBRENNER CAPITAL MANAGEMENT LLC$288,1435,946减持
18TrueWealth Advisors, LLC$248,1965,122增持
19PRIVATE CLIENT SERVICES, LLC$238,7104,926减持
20Sound Income Strategies, LLC$215,8604,437减持
21GILPIN WEALTH MANAGEMENT, LLC$181,9683,755增持
22Noble Wealth Management PBC$120,1322,479增持
23Go Invest LLC$18,612384减持
24AMERICAN NATIONAL BANK & TRUST$3,63475持平
25Kaydan Wealth Management, Inc.$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30