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First Tr Exchange Traded Fd fst low mtg etf shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 4.2k 49.41
2024-06-30 $539k 11k 48.05
2024-03-31 $694k 14k 48.25
2023-12-31 $2.0M 40k 48.32
2023-09-30 $2.1M 45k 47.71
2023-06-30 $2.2M 45k 47.77
2023-03-31 $2.4M 50k 47.43
2022-12-31 $2.4M 50k 47.43
2022-09-30 $2.5M 53k 47.67
2022-06-30 $2.6M 53k 48.24
2022-03-31 $2.6M 53k 48.97
2021-12-31 $2.8M 56k 49.94
2021-09-30 $11M 226k 50.57
2021-06-30 $11M 224k 50.84
2021-03-31 $11M 221k 51.53
2020-12-31 $11M 221k 51.53
2020-09-30 $11M 218k 51.68
2020-06-30 $11M 219k 51.70
2020-03-31 $8.6M 168k 50.91
2019-12-31 $8.9M 171k 51.80
2019-09-30 $8.4M 162k 51.93
2019-06-30 $8.5M 164k 51.68
2019-03-31 $8.2M 159k 51.28
2018-12-31 $8.0M 158k 50.99
2018-09-30 $8.3M 163k 50.97
2018-06-30 $8.5M 167k 51.17
2018-03-31 $8.5M 166k 51.37
2017-12-31 $7.4M 142k 51.64
2017-09-30 $7.7M 148k 51.99
2017-06-30 $7.1M 136k 52.08
2017-03-31 $6.3M 121k 52.06
2016-12-31 $4.6M 88k 52.18
2016-09-30 $3.2M 62k 52.44

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

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

Morgan Stanley
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Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
First Trust Advisors
Envestnet Asset Management
Cetera Investment Advisers
Stifel Financial
Berger Financial Group
Raymond James & Associates
Concurrent Investment Advisors
Gradient Investments
Csenge Advisory Group

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