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First Tr Exchange Traded Fd lng dur oprtun shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in First Tr Exchange Traded Fd lng dur oprtun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd lng dur oprtun by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 15k 22.09
2025-06-30 $314k 15k 21.42
2025-03-31 $315k 15k 21.50

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding First Tr Exchange Traded Fd lng dur oprtun

LPL Financial
Royal Bank of Canada
Raymond James Financial
Comprehensive Wealth Management
Morgan Stanley
GDS Wealth Management
Financial Enhancement
Csenge Advisory Group
Cambridge Investment Research Advisors
Fundamentun
Marshall Financial Group
Envestnet Asset Management
Walkner Condon Financial Advisors
Atria Wealth Solutions
Stephens

View all funds holding First Tr Exchange Traded Fd lng dur oprtun