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First Tr Exchange-traded shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $746k 36k 20.50

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Core Investment (FTCB)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Evergreen Wealth Solutions

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
Manchester Financial
TCP Asset Management
Cetera Investment Advisers
Per Stirling Capital Management
Stephens
Kestra Advisory Services
Cambridge Investment Research Advisors
First Trust Advisors
Rehmann Capital Advisory
Commonwealth Equity Services
Wiley Bros.-aintree Capital
Goss Wealth Management

View all funds holding First Tr Exchange-traded