LMBS — FIRST TR EXCHANGE TRADED FD

Ownership history in WealthShield Partners, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
0.15% (2021 Q3)
Avg. % of fund
0.04%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 305 — 0% 0.00% $15K $48.95
2025 Q2 REDUCED 305 -200 -39.6% 0.00% $15K $47.93
2025 Q1 UNCHANGED 505 — 0% 0.00% $25K $47.34
2024 Q4 UNCHANGED 505 — 0% 0.00% $25K $46.38
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LMBS price (monthly, adj. close)

Other funds also holding LMBS

As of 2025 Q4 — sorted by position size

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% Clearwater Capital Advisors, LLC 3Y 7Y 3.55%
← Back to WealthShield Partners, LLC Holdings