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First Tr Exchange Traded Fd fst low mtg etf shares owned by Helium Advisors

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

Historical chart of Helium Advisors 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 Helium Advisors 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 Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 22k 49.79
2025-06-30 $1.1M 22k 49.26
2025-03-31 $1.1M 22k 49.16
2024-12-31 $1.1M 23k 48.67

More positions owned by Helium Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)

View all positions for Helium Advisors

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
First Trust Advisors
Commonwealth Equity Services
Berger Financial Group
Envestnet Asset Management
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Concurrent Investment Advisors
Bsc Private Wealth Management

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