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First Tr Exchange-traded shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $386k 9.6k 40.11

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Cetera Investment Advisers
CWM
Key FInancial
Chris Bulman
Brookstone Capital Management
Raymond James Financial
Golden State Wealth Management
Centennial Wealth Advisory
VestGen Advisors
Wedbush Morgan Securities
Jane Street
Pursuit Wealth Management
Midwest Financial Group
Harbour Investments

View all funds holding First Tr Exchange-traded