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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
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial Services Advisors
CWM
Key FInancial
H D Vest Advisory Services
Cetera Investment Advisers
Good Life Advisors
Raymond James & Associates
Cambridge Investment Research Advisors
Clear Creek Financial Management
Advisor Group Holdings
Harbour Investments
Janney Montgomery Scott
World Equity Group
Midwest Financial Group

View all funds holding First Tr Exchange-traded