AE Wealth Management »

First Tr Exchange-traded shares owned by AE Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $784k 38k 20.57
2023-12-31 $10M 502k 20.64
2023-09-30 $3.6M 182k 19.48

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding First Tr Exchange-traded

Morgan Stanley
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Creekmur Asset Management
Mach-1 Financial Group
HighTower Advisors
Bank of New York Mellon
Kingsview Wealth Management
Branch Banking & Trust Company
Csenge Advisory Group
Sequent Planning
First Trust Advisors
Rehmann Capital Advisory

View all funds holding First Tr Exchange-traded