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First Tr Exchange-traded shares owned by Optivise Advisory Services

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

Historical chart of Optivise 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 Optivise 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $257k 13k 20.58

More positions owned by Optivise Advisory Services

Blackrock Etf Trust Ishares Us Equit (DYNF)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Conv Etf (CWB)
Microsoft Corporation (MSFT)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Exchange-traded Vest Laddered (ACYN)

View all positions for Optivise Advisory Services

Top funds holding First Tr Exchange-traded

Richard P Slaughter Associates
Commonwealth Equity Services
Triad Wealth Partners
Madrona Financial Services
Beaumont Financial Advisors
Clear Creek Financial Management
Farther Finance Advisors
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