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

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

Historical chart of Carlson 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 Carlson 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 33k 49.77
2026-03-31 $1.7M 33k 49.81
2025-12-31 $1.7M 34k 49.99

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View all positions for Carlson Financial

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

Morgan Stanley
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

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