# FIRST TR EXCHANGE-TRADED FD (LMBS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 33739Q200
Page URL: https://superinvestorclub.com/stock/LMBS
Last updated: 2026-07-27T03:16:21.880Z

## Summary

As of the most recent 13F filing period, FIRST TR EXCHANGE-TRADED FD (LMBS) is held by 1 tracked superinvestors with an aggregate position value of $15.2M representing 0304752 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 304752 | $15.2M | 0.70% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $16.2M aggregate, 0338815 shares
- 2023-09-30: 1 holders, $16.0M aggregate, 0338073 shares
- 2023-12-31: 1 holders, $15.8M aggregate, 0326471 shares
- 2024-03-31: 1 holders, $15.3M aggregate, 0316106 shares
- 2024-06-30: 1 holders, $14.2M aggregate, 0295876 shares
- 2024-09-30: 1 holders, $13.8M aggregate, 0279508 shares
- 2024-12-31: 1 holders, $13.5M aggregate, 0277124 shares
- 2025-03-31: 1 holders, $14.7M aggregate, 0299089 shares
- 2025-06-30: 1 holders, $14.7M aggregate, 0299341 shares
- 2025-09-30: 1 holders, $15.2M aggregate, 0306094 shares
- 2025-12-31: 1 holders, $16.3M aggregate, 0325074 shares
- 2026-03-31: 1 holders, $15.2M aggregate, 0304752 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "FIRST TR EXCHANGE-TRADED FD (LMBS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/LMBS), aggregating SEC 13F, Form 4, and congressional disclosures."