H D Vest Advisory Services »

First Tr Exchange-traded shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchange-traded (CAAA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $353k 17k 20.48
2025-03-31 $371k 18k 20.34
2024-12-31 $473k 23k 20.17

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding First Tr Exchange-traded

STAR Financial Bank
Prospera Financial Services
Integrated Advisors Network
First Trust Advisors
Farther Finance Advisors
Platform Technology Partners
Goldman Sachs Group
Jane Street
Integrys Wealth Advisors
Belpointe Asset Management
H D Vest Advisory Services
Flow Traders US
Citadel Advisors
Ashton Thomas Private Wealth
Geneos Wealth Management

View all funds holding First Tr Exchange-traded