First Tr Exchange-traded shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Tr Exchange-traded by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 18k | 26.17 |
| 2025-06-30 | $417k | 16k | 25.63 |
| 2025-03-31 | $319k | 12k | 26.05 |
| 2024-12-31 | $277k | 11k | 25.69 |
| 2024-09-30 | $116k | 4.6k | 25.19 |