LMBS · Insider trading · 13F holders · Congress trades
First Tr Exchange-Traded Fd (LMBS)
Who is buying and selling LMBS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 114
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LMBS at a glance
- No open-market insider purchases or sales of LMBS were filed in the last 90 days.
- 114 13F filers hold LMBS among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Carter Financial, LLC (10.1%), Harvest Investment Services, LLC (6.9%) and TL Private Wealth (6.1%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
- No member of Congress has disclosed a trade in LMBS.
LMBS insider trading
No open-market insider purchases or sales of LMBS were filed in the last 90 days.
Who owns LMBS? Hedge funds and superinvestors
114 13F filers hold LMBS among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Carter Financial, LLC (10.1%), Harvest Investment Services, LLC (6.9%) and TL Private Wealth (6.1%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLCWealth manager | 0.5% | $65.4M | 1,349,939 | +2.6% shares | Q3 2026 |
| Berger Financial Group, IncWealth manager | 2.9% | $56.7M | 1,139,455 | +1.0% shares | Q2 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 3.5% | $47.4M | 952,240 | +4.7% shares | Q2 2026 |
| Harvest Investment Services, LLCWealth manager | 6.9% | $44.9M | 902,106 | +0.7% shares | Q2 2026 |
| Csenge Advisory GroupWealth manager | 1.8% | $44.9M | 901,794 | +8.2% shares | Q2 2026 |
| Harbour Investments, Inc.Wealth manager | 0.5% | $35.8M | 718,902 | -1.6% shares | Q2 2026 |
| Aaron Wealth Advisors LLCWealth manager | 1.5% | $30.4M | 626,833 | +1.1% shares | Q3 2026 |
| Trilogy Capital Inc.Wealth manager | 1.1% | $29.3M | 604,813 | +5.2% shares | Q3 2026 |
| Prospera Financial Services IncWealth manager | 0.4% | $26.1M | 524,477 | -2.3% shares | Q2 2026 |
| Financial Enhancement Group LLCWealth manager | 3.0% | $26.1M | 537,884 | — | Q3 2026 |
| Walkner Condon Financial Advisors LLCWealth manager | 2.7% | $23.5M | 471,806 | +8.5% shares | Q2 2026 |
| W1M Asset Management LtdAsset manager | 0.2% | $22.7M | 455,785 | +20.1% shares | Q2 2026 |
| Inspirion Wealth Advisors, LLCWealth manager | 2.4% | $20.7M | 427,270 | +1.6% shares | Q3 2026 |
| BFC Planning, Inc.Wealth manager | 0.8% | $19.5M | 390,916 | — | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 1.0% | $18.7M | 384,997 | -31.2% shares | Q3 2026 |
| Carrera Capital AdvisorsWealth manager | 2.8% | $18.6M | 373,946 | +5.6% shares | Q2 2026 |
| Redhawk Wealth Advisors, Inc.Wealth manager | 1.8% | $17.3M | 356,372 | +36.7% shares | Q3 2026 |
| TD Capital Management LLCWealth manager | 1.4% | $17.2M | 346,384 | +10.0% shares | Q2 2026 |
| American Financial Advisors, LLCWealth manager | 2.0% | $17.0M | 341,860 | -0.6% shares | Q2 2026 |
| TL Private WealthWealth manager | 6.1% | $17.0M | 348,651 | -0.7% shares | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 4.2% | $16.7M | 344,206 | +8.7% shares | Q3 2026 |
| Fairvoy Private Wealth, LLCWealth manager | 3.2% | $15.7M | 323,800 | -3.7% shares | Q3 2026 |
| Secure Asset Management, LLCAsset manager | 2.1% | $15.5M | 319,464 | +7.6% shares | Q3 2026 |
| Carter Financial, LLCWealth manager | 10.1% | $13.5M | 271,854 | +13.8% shares | Q2 2026 |
| Weitzel Financial Services, Inc.Wealth manager | 4.5% | $13.4M | 276,309 | +3.4% shares | Q3 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 1.2% | $13.0M | 261,396 | +11.3% shares | Q2 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 2.3% | $12.7M | 261,239 | +0.9% shares | Q3 2026 |
| Searcy Financial Services Inc /advWealth manager | 4.3% | $11.9M | 246,067 | -41.7% shares | Q3 2026 |
| Certified Advisory CorpWealth manager | 1.0% | $11.8M | 244,128 | +11.2% shares | Q3 2026 |
| Clear Creek Financial Management, LLCWealth manager | 0.9% | $11.4M | 235,027 | -25.0% shares | Q3 2026 |
The 30 largest of 114 positions, by value. Each manager counts with its latest 13F (Q3 2026: 64, Q2 2026: 47, Q1 2026: 3). Screen LMBS in the grand portfolio →
LMBS stock trades by members of Congress
No member of Congress has disclosed a trade in LMBS.
LMBS questions and answers
Are insiders buying LMBS stock?
No open-market insider purchases or sales of LMBS were filed in the last 90 days.
Which hedge funds own LMBS?
114 13F filers hold LMBS among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Carter Financial, LLC (10.1%), Harvest Investment Services, LLC (6.9%) and TL Private Wealth (6.1%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
Has Congress traded LMBS?
No member of Congress has disclosed a trade in LMBS.
Who is the largest holder of LMBS?
Among 13F filers, Concurrent Investment Advisors, LLC reports the largest LMBS position, $65.4M (1,349,939 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Carter Financial, LLC's: 10.1% of its portfolio.
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