First Tr Exchange Traded Fd fst low mtg etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $571k | 11k | 49.99 |
| 2025-09-30 | $569k | 11k | 49.79 |
| 2025-06-30 | $494k | 10k | 49.26 |
| 2025-03-31 | $478k | 9.7k | 49.16 |
| 2024-09-30 | $465k | 9.4k | 49.41 |
| 2024-06-30 | $456k | 9.5k | 48.05 |
| 2024-03-31 | $484k | 10k | 48.25 |
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