LMBS FIRST TR EXCHANGE-TRADED FD

Ownership history in MRA Advisory Group  ·  21 quarters on record

This page tracks every 13F SEC filing in which MRA Advisory Group 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
5.54% (2025 Q1)
Avg. % of fund
3.12%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 232,834 +8,916 +4.0% 4.89% $11.6M $49.65
2025 Q3 ADDED 223,918 +24,454 +12.3% 4.86% $11.1M $48.95
2025 Q2 REDUCED 199,464 -11,903 -5.6% 4.60% $9.8M $47.93
2025 Q1 ADDED 211,367 +10,197 +5.1% 5.54% $10.4M $47.34
2024 Q4 ADDED 201,170 +6,159 +3.2% 5.19% $9.8M $46.38
2024 Q3 ADDED 195,011 +30,944 +18.9% 5.27% $9.6M $46.60
2024 Q2 ADDED 164,067 +149,117 +997.4% 4.51% $7.9M $44.85
2024 Q1 ADDED 14,950 +4,472 +42.7% 0.43% $721K $44.55
2023 Q4 REDUCED 10,478 -80,818 -88.5% 0.33% $506K $44.11
2023 Q3 REDUCED 91,296 -29,715 -24.6% 3.08% $4.3M $42.57
11 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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