TrueWealth Advisors »

First Tr Exchange Traded Fd fst low mtg etf shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $297k 6.1k 48.25
2023-12-31 $404k 8.4k 48.32
2023-09-30 $601k 13k 47.24
2023-06-30 $856k 18k 47.67
2023-03-31 $1.8M 38k 47.87
2022-12-31 $5.6M 118k 47.41
2022-09-30 $6.2M 131k 47.35
2022-06-30 $5.6M 116k 48.30
2022-03-31 $4.0M 80k 49.99
2021-12-31 $4.0M 80k 49.99
2021-09-30 $3.7M 73k 50.58
2021-06-30 $4.1M 81k 50.90