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FIRST TR EXCH TRD ALPHA FD I EX US SML cp shares owned by Wealthsource Partners

Quarter-by-quarter ownership of FIRST TR EXCH TRD ALPHA FD I EX US SML cp (FDTS) shares owned by Wealthsource Partners from 13F filings

Historical chart of Wealthsource Partners investment in FIRST TR EXCH TRD ALPHA FD I EX US SML cp

Tip: Access up to 7 years of quarterly data

All positions including FIRST TR EXCH TRD ALPHA FD I EX US SML cp held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FIRST TR EXCH TRD ALPHA FD I EX US SML cp by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 45k 40.43
2023-09-30 $1.7M 45k 38.41
2023-06-30 $1.7M 45k 38.37
2023-03-31 $1.8M 45k 40.02
2022-12-31 $1.6M 43k 37.56
2022-09-30 $1.3M 40k 32.66
2022-06-30 $1.5M 41k 36.31
2022-03-31 $1.8M 40k 43.95
2021-12-31 $1.8M 40k 45.71
2021-09-30 $2.0M 42k 46.95
2021-06-30 $1.6M 33k 47.42
2021-03-31 $1.1M 25k 45.32

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding FIRST TR EXCH TRD ALPHA FD I EX US SML cp

Atria Wealth Solutions
Jane Street
LPL Financial
Citadel Advisors
Advisor Group Holdings
Morgan Stanley
Harbour Investments
ICA Group Wealth Management
Goss Wealth Management

View all funds holding FIRST TR EXCH TRD ALPHA FD I EX US SML cp