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First Tr Exchange Traded Fd ssi strg etf shares owned by Caldwell Trust

Quarter-by-quarter ownership of First Tr Exchange Traded Fd ssi strg etf (FCVT) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in First Tr Exchange Traded Fd ssi strg etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd ssi strg etf held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd ssi strg etf by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $28k 643 43.03

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding First Tr Exchange Traded Fd ssi strg etf

Concurrent Investment Advisors
LPL Financial
Jane Street
Raymond James Financial
Private Advisory
Royal Bank of Canada
Proactive Wealth Strategies
Kestra Advisory Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
Advisor Group Holdings
Plus Group Wealth Advisors
Milestones Private Investment Advisors
D.A. Davidson & Co.
Hershey Financial Advisers

View all funds holding First Tr Exchange Traded Fd ssi strg etf