LMBS FIRST TR EXCHANGE-TRADED FD
FollowETF (fund)
411 managers (417 13F filers) reported a position in LMBS shares at 2024-12-31, 74,529,355 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.
- Managers
- 411
- 13F filers
- 417
- New
- 28
- Added
- 171
- Reduced
- 146
- Sold out
- 29
- Shares held by filers
- 74,529,355
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 56 | $2.73K | <0.01% | 13F-HRTimeline | |
| Hexagon Capital Partners LLC | 56 | $2.73K | <0.01% | 0 | 13F-HRTimeline |
| Plante Moran Financial Advisors, LLC | 52 | $2.53K | <0.01% | -1,913 | 13F-HRTimeline |
| Caitlin John, LLC | 41 | $2K | <0.01% | 0 | 13F-HRTimeline |
| Salomon & Ludwin, LLC | 37 | $1.8K | <0.01% | 0 | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 17 | $852 | 0.08% | -17,253 | 13F-HRTimeline |
| Capital A Wealth Management, LLC | 11 | $535 | <0.01% | 13F-HRTimeline | |
| Realta Investment Advisors | 8 | $389 | <0.01% | new | 13F-HRTimeline |
| Synergy Asset Management, LLCin group Synergy Asset Management, LLC | 5 | $247 | <0.01% | new | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 2 | $97 | <0.01% | -4 | 13F-HRTimelineGroup |
| Sound Income Strategies, LLC | 0 | $18 | <0.01% | 0 | 13F-HRTimelineAmount filed as zero, left out of ratios. |