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First Tr Exchange Traded Fd fst low mtg etf shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management investment in First Tr Exchange Traded Fd fst low mtg etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd fst low mtg etf held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 252k 48.25
2023-12-31 $10M 214k 48.32
2023-09-30 $12M 246k 47.24
2023-06-30 $11M 235k 47.67
2023-03-31 $11M 236k 47.87
2022-12-31 $11M 227k 47.41
2022-09-30 $11M 241k 47.35
2022-06-30 $12M 247k 48.30
2022-03-31 $13M 256k 48.95
2021-12-31 $12M 237k 49.99
2021-09-30 $11M 225k 50.58
2021-06-30 $11M 223k 50.90
2021-03-31 $11M 219k 51.06
2020-12-31 $10M 196k 51.47
2020-09-30 $8.6M 167k 51.68
2020-06-30 $7.4M 143k 51.68
2020-03-31 $7.0M 138k 51.00
2019-12-31 $7.7M 148k 51.80
2019-09-30 $7.8M 150k 51.99
2019-06-30 $7.5M 145k 51.68
2019-03-31 $7.2M 140k 51.28
2018-12-31 $7.6M 148k 51.05
2018-09-30 $7.5M 148k 50.94
2018-06-30 $6.3M 124k 51.23

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding First Tr Exchange Traded Fd fst low mtg etf

Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
Global Assets Advisory
Advisor Group Holdings
Stifel Financial
Berger Financial Group
Raymond James & Associates
Commonwealth Equity Services
American Financial Advisors
Concurrent Investment Advisors
Trilogy Capital
Petix & Botte

View all funds holding First Tr Exchange Traded Fd fst low mtg etf