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First Tr Exchange-traded shares owned by SCS Capital Management

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

Historical chart of SCS Capital 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 SCS Capital 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 SCS Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 84k 26.17
2025-06-30 $2.1M 84k 25.63
2025-03-31 $2.2M 84k 26.05

More positions owned by SCS Capital Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SCS Capital 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