LMBS — FIRST TR EXCHANGE TRADED F

Ownership history in Clearwater Capital Advisors, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Clearwater Capital Advisors, LLC reported a position in FIRST TR EXCHANGE TRADED F (LMBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.55% (2025 Q4)
Avg. % of fund
1.92%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 852,617 +45,664 +5.7% 3.55% $42.6M $49.65
2025 Q3 ADDED 806,953 +51,460 +6.8% 3.42% $40.2M $48.95
2025 Q2 ADDED 755,493 +9,482 +1.3% 3.40% $37.2M $47.93
2025 Q1 ADDED 746,011 +22,032 +3.0% 3.54% $36.7M $47.34
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMBS price (monthly, adj. close)

Other funds also holding LMBS

As of 2025 Q4 — sorted by position size

SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 7.82% Harvest Investment Services, LLC 3Y 7Y 6.98% TL Private Wealth 3Y 6.43% RiverTree Advisors, LLC 3Y 5.44% PFS Partners, LLC 5.03% MRA Advisory Group 3Y 4.89% Weitzel Financial Services, Inc. 3Y 4.84% Friedenthal Financial 3Y 7Y 4.25% Prism Advisors, Inc. 3Y 7Y 4.07% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 3.11%
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