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Lehman Brothers First Trust IOF shares owned by Hrt Financial

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Lehman Brothers First Trust IOF

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All positions including Lehman Brothers First Trust IOF held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $143k 19k 7.48
2025-03-31 $77k 10k 7.59
2020-03-31 $205k 24k 8.65

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View all positions for Hrt Financial

Top funds holding Lehman Brothers First Trust IOF

LPL Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Invesco
Wells Fargo & Company
J.w. Cole Advisors
Uncommon Cents Investing
Ameriprise Financial
Harbour Investments
Bramshill Investments
Melfa Wealth Management
Apollon Wealth Management
Equitable Holdings
Jane Street
Goss Wealth Management

View all funds holding Lehman Brothers First Trust IOF