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First Tr Exchange Traded Fd fst low mtg etf shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $20M 391k 49.78
2026-03-31 $19M 386k 49.81
2025-12-31 $19M 372k 49.99
2025-09-30 $18M 366k 49.79
2025-06-30 $17M 353k 49.26
2025-03-31 $17M 344k 49.16
2024-12-31 $17M 352k 48.67

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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

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

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
HighTower Advisors
Bank of America Corporation
First Trust Advisors
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Concurrent Investment Advisors
Berger Financial Group
Envestnet Asset Management
Bsc Private Wealth Management

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