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First Tr Exchange-traded shares owned by CWM

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 96k 26.17
2025-06-30 $2.3M 91k 25.64
2023-12-31 $25k 1.2k 21.48
2023-09-30 $25k 1.2k 21.48

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
ARGI Investment Services
LPL Financial
Raymond James Financial
Stifel Financial
Summit Trail Advisors
Rockefeller Capital Management
CWM
SCS Capital Management
Integrated Wealth Concepts
Marshall Investment Management
Graney & King
UBS Group
Jane Street

View all funds holding First Tr Exchange-traded