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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
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)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr 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

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Mizuho Securities USA
Platform Technology Partners
Integrys Wealth Advisors
Flow Traders US
Belpointe Asset Management
Geneos Wealth Management
VitalStone Financial

View all funds holding First Tr Exchange-traded