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First Tr Exchange-traded shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 47k 26.17
2025-03-31 $1.1M 40k 26.05

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

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