Ownership history in Secure Asset Management, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Secure Asset Management, 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 β sourced directly from SEC EDGAR 13F filings.
π Secure Asset Management, LLC underperformed the S&P 500 by β51.3% annually on this LMBS position. Timing score: 50% (4/8 decisions correct). Average cost basis: $47.25. Maximum drawdown during holding period: β1.0%.
β Significantly underperformed the S&P 500 by 51.3% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $42.58 (2019 Q4) Β· Worst: $49.65 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Secure Asset Management, LLC has been actively increasing its LMBS allocation β a bullish signal from insiders.
Currently 1.98% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size