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First Tr Exchange-traded shares owned by Integrys Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (CAAA) shares owned by Integrys Wealth Advisors from 13F filings

Historical chart of Integrys Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 34k 20.72
2025-06-30 $661k 32k 20.48
2025-03-31 $656k 32k 20.35
2024-12-31 $660k 33k 20.15
2024-09-30 $698k 34k 20.72

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Abbvie (ABBV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

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