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First Tr Exchange Traded Fd fst low mtg etf shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 83k 47.24
2023-06-30 $3.9M 83k 47.67
2023-03-31 $4.0M 83k 47.87
2022-12-31 $3.9M 83k 47.41
2022-09-30 $3.7M 79k 47.35
2022-06-30 $2.7M 56k 48.29
2022-03-31 $2.7M 56k 48.95
2021-12-31 $5.0M 100k 49.99
2021-09-30 $5.1M 100k 50.58
2021-06-30 $4.6M 90k 50.90
2021-03-31 $4.4M 87k 51.06
2020-12-31 $4.2M 82k 51.47

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

Top funds holding First Tr Exchange Traded Fd fst low mtg etf

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
First Trust Advisors
Concurrent Investment Advisors
Berger Financial Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Bsc Private Wealth Management
Csenge Advisory Group

View all funds holding First Tr Exchange Traded Fd fst low mtg etf