Drive Wealth Management »

First Tr Exchange-traded shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $479k 14k 34.99
2023-12-31 $369k 11k 33.75
2023-09-30 $304k 10k 30.05
2023-06-30 $310k 9.6k 32.44
2023-03-31 $247k 7.8k 31.47

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding First Tr Exchange-traded

Raymond James Financial Services Advisors
H D Vest Advisory Services
Private Advisor
Key FInancial
Harbour Investments
Cambridge Investment Research Advisors
Kure Advisory
Jane Street
Kestra Advisory Services
Midwest Financial Group
Citadel Advisors
Nbc Securities
Janney Montgomery Scott
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Tr Exchange-traded