SEC 13F Intelligence

Anfield Capital Management, LLC / LMBS

Anfield Capital Management, LLC’s First Tr Exchange-Traded Fd Position

Does Anfield Capital Management, LLC own First Tr Exchange-Traded Fd (LMBS)? Yes — 85.0K shares worth $4M (+1.17% of its 13F portfolio) as of Q1 2026, up from 78.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
85.0K
% of Portfolio
+1.17%
Quarters Held
11
currently held

Position History LMBS

Reported value by quarter
Q3 ’20: $274,000Q3 ’20Q4 ’20: $397,000Q1 ’21: $648,000Q1 ’21Q2 ’21: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.0K$4M+1.17%
Q4 202578.3K$4M+1.23%
Q3 202576.4K$4M+1.12%
Q2 202581.7K$4M+1.33%
Q1 202579.8K$4M+1.45%
Q4 202465.4K$3M+1.15%
Q3 202468.0K$3M+1.28%
Q2 202129.6K$2M+0.57%
Q1 202112.7K$648,000+0.26%
Q4 20207.7K$397,000+0.17%
Q3 20205.3K$274,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Anfield Capital Management, LLC’s full portfolio or all institutional holders of LMBS.