First Tr Exchange Traded Fd fst low mtg etf shares owned by WR Wealth Planners
Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 80k | 49.41 |
| 2024-06-30 | $3.6M | 76k | 48.05 |
| 2024-03-31 | $3.5M | 73k | 48.25 |
| 2023-12-31 | $3.4M | 70k | 48.32 |
| 2023-09-30 | $3.3M | 71k | 47.24 |
| 2023-06-30 | $3.5M | 74k | 47.67 |
| 2023-03-31 | $3.4M | 72k | 47.87 |
| 2022-12-31 | $5.5M | 116k | 47.41 |
| 2022-09-30 | $5.9M | 125k | 47.35 |
| 2022-06-30 | $6.1M | 126k | 48.30 |
| 2022-03-31 | $5.7M | 116k | 48.95 |
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