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First Tr Exchange Traded Fd fst low mtg etf shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management 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 BerganKDV Wealth Management 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 BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.9M 41k 47.67
2023-03-31 $2.0M 42k 47.87
2022-12-31 $1.9M 40k 47.41
2022-09-30 $1.9M 40k 47.36
2022-06-30 $3.4M 70k 48.30
2022-03-31 $3.2M 66k 48.95
2021-12-31 $3.1M 61k 49.98
2021-09-30 $2.9M 58k 50.57
2021-06-30 $3.6M 70k 50.90
2021-03-31 $4.1M 81k 51.06
2020-12-31 $4.0M 78k 51.47
2020-09-30 $3.9M 75k 51.68
2020-06-30 $3.4M 67k 51.68
2020-03-31 $2.6M 50k 51.00
2019-12-31 $3.2M 61k 51.80
2019-09-30 $2.9M 55k 51.99
2019-06-30 $2.7M 53k 51.68
2019-03-31 $2.0M 40k 51.28
2018-12-31 $1.5M 30k 51.05
2018-09-30 $1.5M 30k 50.96
2018-06-30 $1.4M 28k 51.18
2018-03-31 $1.4M 26k 51.37
2017-12-31 $1.3M 26k 51.64
2017-09-30 $1.4M 28k 52.00
2017-06-30 $2.1M 40k 52.12
2017-03-31 $2.0M 39k 52.05
2016-12-31 $2.1M 41k 52.18
2016-09-30 $1.7M 32k 52.41
2016-06-30 $498k 9.7k 51.57

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

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

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

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