LMBS FIRST TR EXCHANGE-TRADED FD

Ownership history in Friedenthal Financial  ·  16 quarters on record

This page tracks every 13F SEC filing in which Friedenthal Financial reported a position in FIRST TR EXCHANGE-TRADED FD (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
4.53% (2025 Q1)
Avg. % of fund
2.22%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 165,186 +89,706 +118.8% 4.25% $8.3M $49.65
2025 Q3 ADDED 75,480 +5,427 +7.7% 1.94% $3.8M $48.95
2025 Q2 REDUCED 70,053 -84,044 -54.5% 1.89% $3.5M $47.93
2025 Q1 ADDED 154,097 +96,682 +168.4% 4.53% $7.6M $47.34
2024 Q4 REDUCED 57,415 -87,418 -60.4% 1.63% $2.8M $46.38
2024 Q3 ADDED 144,833 +88,194 +155.7% 4.19% $7.2M $46.60
2024 Q2 REDUCED 56,639 -84,804 -60.0% 1.70% $2.7M $44.85
2024 Q1 ADDED 141,443 +91,023 +180.5% 4.20% $6.8M $44.55
2023 Q4 ADDED 50,420 +874 +1.8% 1.59% $2.4M $44.11
2023 Q3 REDUCED 49,546 -550 -1.1% 1.59% $2.3M $42.57
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMBS price (monthly, adj. close)
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