Castle Rock Wealth Management »

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

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

Historical chart of Castle Rock 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 Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $244k 5.1k 48.24
2023-09-30 $314k 6.7k 46.98
2023-06-30 $317k 6.7k 47.51
2023-03-31 $321k 6.7k 48.08
2022-12-31 $329k 6.9k 48.08
2022-09-30 $386k 8.2k 47.19
2022-06-30 $405k 8.4k 48.16
2022-03-31 $411k 8.4k 48.87
2021-12-31 $419k 8.4k 49.82
2021-09-30 $431k 8.6k 50.41
2021-06-30 $461k 9.1k 50.66
2021-03-31 $465k 9.1k 51.10
2020-12-31 $474k 9.2k 51.52
2020-06-30 $649k 13k 51.84
2020-03-31 $686k 13k 51.70
2019-12-31 $695k 13k 52.14
2019-09-30 $671k 13k 51.84
2019-06-30 $237k 4.5k 52.16
2019-03-31 $1.4k 28k 0.05
2018-12-31 $1.1M 22k 51.17
2018-09-30 $547k 11k 50.80
2018-06-30 $444k 8.7k 51.22
2018-03-31 $220k 4.3k 51.49