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First Tr Exchange Traded Fd fst low mtg etf shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $20M 393k 49.99
2021-09-30 $22M 426k 50.58
2021-06-30 $15M 297k 50.90
2021-03-31 $13M 256k 51.06

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
Global Assets Advisory
First Trust Advisors
Stifel Financial
Envestnet Asset Management
Berger Financial Group
Cetera Investment Advisers
Raymond James & Associates
Advisor Group Holdings

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