First Tr Exchange-traded shares owned by Modern Wealth Management
Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Modern Wealth 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $622k | 24k | 26.17 |
| 2025-06-30 | $600k | 23k | 25.63 |
| 2025-03-31 | $620k | 24k | 26.05 |
| 2024-12-31 | $476k | 19k | 24.51 |