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First Tr Exchange Traded Fd fst low mtg etf shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 67k 49.79
2025-06-30 $3.3M 68k 49.26
2025-03-31 $3.3M 66k 49.16
2024-12-31 $2.0M 40k 48.67

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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