First Tr Exchange Traded Fd fst low mtg etf shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners 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 Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $767k | 16k | 48.25 |
| 2023-12-31 | $759k | 16k | 48.32 |
| 2023-09-30 | $739k | 16k | 47.24 |
| 2023-06-30 | $611k | 13k | 47.67 |
| 2023-03-31 | $566k | 12k | 47.87 |
| 2022-12-31 | $473k | 10k | 47.41 |
| 2022-09-30 | $485k | 10k | 47.37 |
| 2022-06-30 | $502k | 10k | 48.25 |
| 2022-03-31 | $365k | 7.5k | 48.92 |
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