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First Tr Exchange Traded Fd fst low mtg etf shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in First Tr Exchange Traded Fd fst low mtg etf

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All positions including First Tr Exchange Traded Fd fst low mtg etf held by Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 42k 49.41
2024-06-30 $2.0M 42k 48.05
2024-03-31 $1.9M 39k 48.25
2023-12-31 $1.9M 40k 48.32
2023-09-30 $2.1M 45k 47.24
2023-06-30 $2.1M 45k 47.67
2023-03-31 $2.2M 45k 47.87
2022-12-31 $2.3M 49k 47.41
2022-09-30 $1.0M 21k 47.35
2022-06-30 $609k 13k 48.29
2022-03-31 $676k 14k 48.93
2021-12-31 $800k 16k 49.96
2021-09-30 $822k 16k 50.57
2021-06-30 $965k 19k 50.90
2021-03-31 $1.0M 20k 51.05
2020-12-31 $1.0M 20k 51.48
2020-09-30 $625k 12k 51.68
2020-06-30 $491k 9.5k 51.67
2020-03-31 $119k 2.3k 51.18
2019-12-31 $26k 500 52.00
2019-09-30 $198k 3.8k 52.11
2019-06-30 $232k 4.5k 51.72
2019-03-31 $26k 500 52.00
2018-12-31 $26k 500 52.00
2018-09-30 $25k 500 50.00
2018-06-30 $26k 500 52.00
2018-03-31 $26k 500 52.00
2017-12-31 $26k 500 52.00

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
First Trust Advisors
Envestnet Asset Management
Cetera Investment Advisers
Stifel Financial
Berger Financial Group
Raymond James & Associates
Concurrent Investment Advisors
Gradient Investments
Csenge Advisory Group

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