Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (LMBS)

439 + Investors. Track Smart Money conviction in LMBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — LMBS

Based on 441 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
441 hedge funds hold LMBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

265 buying178 selling
Last quarter: 265 funds were net buyers (53 opened a brand new position + 212 added to an existing one). Only 178 were sellers (138 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 30 → 67 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 21% new
264 out of 441 hedge funds have held LMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

39 → 43 → 30 → 67 → 53 new funds/Q
New funds entering each quarter: 43 → 30 → 67 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 441 holders: 272 (62%) are 2+ year veterans, 59 entered 1–2 years ago, and 110 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
20 of 441 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LMBS

In 2026 Q1, 265 hedge funds were net buyers of LMBS (53 opened a new position, 212 added to an existing one), while 178 reduced or exited (138 trimmed, 40 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in LMBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 441.

Hedge Fund Ownership: LMBS

How many hedge funds hold LMBS — quarterly history vs. share price
Quarterly hedge fund ownership of LMBS vs. share price

Market Analysis: LMBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LMBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (LMBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LMBS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
LMBS
nan%
SPY
+15.1%

LMBS outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
LMBS
nan%
SPY
+1.3%

Since the filing became public, LMBS outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 16 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: LMBS
439 + Investors

Track Smart Money conviction in LMBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 439 428 2.57%
13F Shares 96M 89M 7.82%
Total Value $4.73B $4.45B 6.21%
New Positions 53 67 -14
Increased Positions 210 183 +27
Closed Positions 42 27 +15
Reduced Positions 138 143 -5
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LMBS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

439 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LMBS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carter Financial, LLC 10.35% 238,837 $11.9M
2 Harvest Investment Services, LLC 8.16% 895,651 $44.6M
3 Searcy Financial Services Inc /Adv 8.07% 437,090 $21.8M
4 TL Private Wealth 6.65% 337,106 $16.9M
5 Park Square Financial Group, LLC 5.41% 14,292 $712K
6 Fairway Financial, LLC 5.38% 142,132 $7.1M
7 PFS Partners, LLC 5.13% 224,890 $11.2M
8 Weitzel Financial Services, Inc. 4.91% 263,945 $13.0M
9 Bellevue Asset Management, LLC 4.83% 193,738 $9.7M
10 RiverTree Advisors, LLC 4.41% 139,931 $7.0M
11 Prism Advisors, Inc. 4.14% 311,459 $15.5M
12 Fairvoy Private Wealth, LLC 3.75% 315,355 $15.7M
13 Cornerstone Financial Management LLC 3.71% 81,307 $4.0M
14 Clearwater Capital Advisors, LLC 3.65% 909,130 $45.3M
15 Premier Private Wealth Management LLC 3.34% 63,570 $3.2M
16 Adamsbrown Wealth Consultants LLC 3.32% 252,406 $12.6M
17 Mainsail Financial Group, LLC 3.20% 154,233 $7.7M
18 Berger Financial Group, Inc 3.14% 1,127,689 $56.2M
19 Centennial Wealth Advisory LLC 3.03% 250,985 $12.5M
20 Stonehaven Wealth & Tax Solutions, LLC 3.01% 68,256 $3.4M
21 MRA Advisory Group 2.96% 145,652 $7.3M
22 Darwin Wealth Management, LLC 2.89% 186,130 $9.3M
23 ProCore Advisors, LLC 2.88% 37,719 $1.9M
24 Walkner Condon Financial Advisors LLC 2.85% 434,819 $21.7M
25 Carrera Capital Advisors 2.72% 354,019 $17.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (LMBS)

What does the Smart Money Trend signal show for LMBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LMBS?

More buyers than sellers — 60% buying: Last quarter: 265 funds were net buyers (53 opened a brand new position + 212 added to an existing one). Only 178 were sellers (138 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LMBS holders?

Elite ownership — 51% AUM from top-100 funds: 20 of 441 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LMBS?

60% of holders stayed for 2+ years: 264 out of 441 hedge funds have held LMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exchange-Traded Fd (LMBS) following the 2026 Q1 hedge fund 13F filings?

As of today, LMBS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LMBS has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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