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Stonehaven Wealth & Tax Solutions »

First Tr Exch Trd Alpha Fd I em sml cp alph shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in First Tr Exch Trd Alpha Fd I em sml cp alph

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alpha Fd I em sml cp alph held by Stonehaven Wealth & Tax Solutions 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 em sml cp alph by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$317k	7.8k	40.61
2025-03-31	$396k	11k	37.17
2024-12-31	$388k	10k	37.73

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Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding First Tr Exch Trd Alpha Fd I em sml cp alph

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Raymond James Financial

Integrated Wealth Concepts

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Jones Financial Companies, L.L

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View all funds holding First Tr Exch Trd Alpha Fd I em sml cp alph

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