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First Tr Exchange-traded shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of First Tr Exchange-traded (ACYS) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.0M 51k 20.58

More positions owned by Beacon Financial Advisory

Capital Group Dividend Value Shs Creat Unit (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Amazon (AMZN)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Capital Group Growth Etf Shs Creat Unit (CGGR)

View all positions for Beacon Financial Advisory

Top funds holding First Tr Exchange-traded

Richard P Slaughter Associates
Commonwealth Equity Services
Triad Wealth Partners
Madrona Financial Services
Beaumont Financial Advisors
Farther Finance Advisors
Clear Creek Financial Management
Iams Wealth Management
Atria Investments
Buska Wealth Management
POM Investment Strategies
HBW Advisory Services
Schulz Wealth
Great Valley Advisor Group
Harbour Investments

View all funds holding First Tr Exchange-traded