SEC 13F Intelligence

Wayfinding Financial, LLC / LMBS

Wayfinding Financial, LLC’s First Tr Exchange-Traded Fd Position

Does Wayfinding Financial, LLC own First Tr Exchange-Traded Fd (LMBS)? Not currently — the last reported position was 45.8K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2023
Shares
45.8K
% of Portfolio
+1.51%
Quarters Held
1
position exited

Position History LMBS

Reported value by quarter
Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202345.8K$2M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wayfinding Financial, LLC’s full portfolio or all institutional holders of LMBS.