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First Tr Exchange Traded Fd fst low mtg etf shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 277k 49.79
2025-06-30 $13M 263k 49.26
2025-03-31 $14M 285k 49.16
2024-12-31 $14M 286k 48.67
2024-09-30 $14M 280k 49.41
2024-06-30 $13M 262k 48.05
2024-03-31 $12M 252k 48.25
2023-12-31 $10M 214k 48.32
2023-09-30 $12M 246k 47.24
2023-06-30 $11M 235k 47.67
2023-03-31 $11M 236k 47.87
2022-12-31 $11M 227k 47.41
2022-09-30 $11M 241k 47.35
2022-06-30 $12M 247k 48.30
2022-03-31 $13M 256k 48.95
2021-12-31 $12M 237k 49.99
2021-09-30 $11M 225k 50.58
2021-06-30 $11M 223k 50.90
2021-03-31 $11M 219k 51.06
2020-12-31 $10M 196k 51.47
2020-09-30 $8.6M 167k 51.68
2020-06-30 $7.4M 143k 51.68
2020-03-31 $7.0M 138k 51.00
2019-12-31 $7.7M 148k 51.80
2019-09-30 $7.8M 150k 51.99
2019-06-30 $7.5M 145k 51.68
2019-03-31 $7.2M 140k 51.28
2018-12-31 $7.6M 148k 51.05
2018-09-30 $7.5M 148k 50.94
2018-06-30 $6.3M 124k 51.23

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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