Lakeview Capital Partners »

First Tr Exchng Traded Fd Vi shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XMAR) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Lakeview Capital Partners 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 Exchng Traded Fd Vi by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $434k 13k 32.88
2023-09-30 $418k 13k 31.64
2023-06-30 $415k 13k 31.46

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
PFS Partners
Harbour Investments
Advisor Group Holdings
Kestra Private Wealth Services
AIFG Consultants
Blue Bell Private Wealth Management
Wealthsource Partners
Foundations Investment Advisors
Kestra Advisory Services
Steward Partners Investment Advisory
Benjamin F. Edwards & Company
Arkadios Wealth Advisors
Insigneo Advisory Services
HBK Sorce Advisory

View all funds holding First Tr Exchng Traded Fd Vi