LMBS — FIRST TR EXCHANGE-TRADED FD

Ownership history in Hamilton Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, LLC 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
1.67% (2025 Q4)
Avg. % of fund
0.66%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,030 +16,314 +139.2% 1.67% $8.8M $49.65
2025 Q3 REDUCED 11,716 -1,068 -8.4% 0.14% $570K $48.95
2024 Q3 INITIATED 12,784 — — 0.15% $632K $46.60
% of Fund (quarterly)    LMBS price (monthly, adj. close)

Other funds also holding LMBS

As of 2025 Q4 — sorted by position size

Carter Financial, LLC 9.17% 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%
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