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First Tr Exchange-traded shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FICS) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 129k 34.99
2023-12-31 $4.1M 122k 33.75
2023-09-30 $527k 18k 30.05
2023-06-30 $370k 11k 32.44

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial Services Advisors
H D Vest Advisory Services
Key FInancial
Private Advisor
Harbour Investments
Cambridge Investment Research Advisors
Clear Creek Financial Management
Kestra Advisory Services
Midwest Financial Group
Townsquare Capital
Integrated Wealth Concepts
Nbc Securities
Janney Montgomery Scott
Commonwealth Equity Services

View all funds holding First Tr Exchange-traded