First Tr Exchange Traded Fd fst low mtg etf shares owned by GeoWealth Management
Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in First Tr Exchange Traded Fd fst low mtg etf
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Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $882k | 18k | 49.79 |
| 2025-06-30 | $746k | 15k | 49.26 |
| 2025-03-31 | $757k | 15k | 49.16 |
| 2024-12-31 | $205k | 4.2k | 48.67 |
| 2024-09-30 | $533k | 11k | 49.41 |
| 2024-06-30 | $495k | 10k | 48.05 |
| 2024-03-31 | $477k | 9.9k | 48.25 |
| 2023-09-30 | $44k | 955 | 46.27 |
| 2023-06-30 | $38k | 808 | 46.65 |
| 2023-03-31 | $69k | 1.5k | 46.74 |
| 2022-12-31 | $1.0M | 21k | 47.39 |
| 2022-09-30 | $878k | 19k | 47.41 |
| 2022-06-30 | $915k | 19k | 48.30 |
| 2022-03-31 | $931k | 19k | 48.93 |
| 2021-12-31 | $937k | 19k | 50.06 |
| 2021-09-30 | $5.2M | 103k | 50.58 |
| 2021-06-30 | $3.2M | 63k | 50.89 |
| 2021-03-31 | $3.0M | 59k | 51.04 |
| 2020-12-31 | $2.9M | 57k | 50.85 |
| 2020-09-30 | $3.1M | 60k | 51.47 |
| 2020-06-30 | $3.3M | 64k | 52.63 |
| 2020-03-31 | $3.2M | 64k | 50.31 |
| 2019-12-31 | $2.9M | 55k | 51.89 |
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