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First Tr Exchange-traded shares owned by CWM

Quarter-by-quarter ownership of First Tr Exchange-traded (FICS) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 360k 38.14
2025-06-30 $14M 348k 39.35
2025-03-31 $13M 344k 36.64
2024-12-31 $9.1M 267k 33.95
2024-09-30 $6.7M 178k 37.48
2024-06-30 $854k 25k 34.21

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding First Tr Exchange-traded

LPL Financial
Cetera Investment Advisers
Raymond James Financial
CWM
Key FInancial
Good Life Advisors
Advisor Group Holdings
Chris Bulman
Brookstone Capital Management
Golden State Wealth Management
Centennial Wealth Advisory
World Equity Group
Midwest Financial Group
Harbour Investments
Commonwealth Equity Services

View all funds holding First Tr Exchange-traded