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First Fndtn shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9k 1.8k 5.57
2025-06-30 $2.2k 440 5.10

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Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
Vanguard Group
Fortress Investment Group
FMR
Dimensional Fund Advisors
Sandler O'Neill Asset Management
State Street Corporation
FJ Capital Management
Royce & Associates
Geode Capital Management
Hotchkis and Wiley Capital Management
Goldman Sachs Group

View all funds holding First Fndtn