Smart Wealth LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Smart Wealth LLC

$265 Billion
Q3 2025

A detailed history of Smart Wealth LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Smart Wealth LLC holds 16,272 shares of LMBS stock, worth $812,949. This represents 0.31% of its overall portfolio holdings.

Number of Shares

16,272

Holding current value

$812,949

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$49.05 - $49.99 $798,141 - $813,437	16,272 New	16,272 $810 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

13.8M
Shares

$690 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

11.6M
Shares

$580 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

5.43M
Shares

$272 Million
0.05% of portfolio
Ubs Group Ag

4.63M
Shares

$231 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.81M
Shares

$190 Million
0.06% of portfolio

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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