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First Tr Exchange Traded Fd fst low mtg etf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 29k 47.24
2020-03-31 $341k 6.7k 51.06

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Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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

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

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