Ownership history in Lee Financial Co · 24 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in FIRST TR EXCHANGE-TRADED FD (EMLP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 707,822 | -22,067 | -3.0% | 3.62% | $26.8M | $37.87 |
| 2025 Q3 | REDUCED | 729,889 | -5,853 | -0.8% | 3.50% | $27.9M | $38.00 |
| 2025 Q2 | REDUCED | 735,742 | -28,143 | -3.7% | 3.96% | $27.6M | $36.92 |
| 2025 Q1 | REDUCED | 763,885 | -4,404 | -0.6% | 4.37% | $28.6M | $36.60 |
As of 2025 Q4 — sorted by position size