First Tr Exchange Traded Fd fst low mtg etf shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in First Tr Exchange Traded Fd fst low mtg etf
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Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 100k | 48.32 |
| 2023-09-30 | $13M | 284k | 47.24 |
| 2023-06-30 | $17M | 349k | 47.67 |
| 2023-03-31 | $29M | 598k | 47.87 |
| 2022-12-31 | $41M | 859k | 47.41 |
| 2022-09-30 | $54M | 1.1M | 47.35 |
| 2022-06-30 | $71M | 1.5M | 48.30 |
| 2022-03-31 | $79M | 1.6M | 48.95 |
| 2021-12-31 | $84M | 1.7M | 49.99 |
| 2021-09-30 | $84M | 1.7M | 50.58 |
| 2021-06-30 | $80M | 1.6M | 50.90 |
| 2021-03-31 | $78M | 1.5M | 51.06 |
| 2020-12-31 | $75M | 1.5M | 51.47 |
| 2020-09-30 | $72M | 1.4M | 51.68 |
| 2020-06-30 | $70M | 1.4M | 51.68 |
| 2020-03-31 | $65M | 1.3M | 51.00 |
| 2019-12-31 | $63M | 1.2M | 51.80 |
| 2019-09-30 | $60M | 1.2M | 51.99 |
| 2019-06-30 | $56M | 1.1M | 51.68 |
| 2019-03-31 | $52M | 1.0M | 51.28 |
| 2018-12-31 | $46M | 904k | 51.05 |
| 2018-09-30 | $37M | 731k | 50.97 |
| 2018-06-30 | $32M | 630k | 51.17 |
| 2018-03-31 | $26M | 511k | 51.37 |
| 2017-12-31 | $17M | 325k | 51.64 |
| 2017-09-30 | $15M | 292k | 51.99 |
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