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First Tr Exchange Traded Fd fst low mtg etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $539k 11k 49.99
2025-09-30 $215k 553 388.10
2025-06-30 $840k 17k 49.26