SEC 13F Intelligence

Park Square Financial Group, LLC / LMBS

Park Square Financial Group, LLC’s First Tr Exchange-Traded Fd Position

Does Park Square Financial Group, LLC own First Tr Exchange-Traded Fd (LMBS)? Yes — 14.3K shares worth $711,885 (+5.41% of its 13F portfolio) as of Q1 2026, down from 16.6K shares the prior filed quarter.

Position Value
$711,885
Q1 2026
Shares
14.3K
% of Portfolio
+5.41%
Quarters Held
6
currently held

Position History LMBS

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $806,753Q4 ’25Q1 ’26: $711,885Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.3K$711,885+5.41%
Q4 202516.6K$806,753+4.79%
Q3 202522.3K$1M+4.79%
Q2 202539.1K$2M+1.39%
Q1 202550.3K$2M+1.96%
Q4 202465.9K$3M+2.22%

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