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First Tr Exchange Traded Fd low beta income shares owned by CWM

Quarter-by-quarter ownership of First Tr Exchange Traded Fd low beta income (FTQI) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Tr Exchange Traded Fd low beta income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd low beta income held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd low beta income by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 36k 20.55
2023-12-31 $450k 23k 19.80
2023-09-30 $191k 10k 18.90
2023-06-30 $32k 1.6k 20.10
2020-12-31 $2.0k 112 17.86
2020-09-30 $2.0k 112 17.86
2020-06-30 $2.0k 112 17.86
2020-03-31 $2.0k 112 17.86
2019-12-31 $3.0k 112 26.79

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding First Tr Exchange Traded Fd low beta income

Harbour Investments
Significant Wealth Partners
Private Advisor
Sowell Financial Services
Snowden Capital Advisors
Avaii Wealth Management
Elevated Capital Advisors
Ameritas Advisory Services
Owen LaRue
CWM
Cambridge Investment Research Advisors
Advisor Group Holdings
D.A. Davidson & Co.
Royal Bank of Canada
Capital Investment Advisory Services

View all funds holding First Tr Exchange Traded Fd low beta income