H D Vest Advisory Services »

First Tr Exchange-traded shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 104k 20.43
2024-03-31 $990k 48k 20.57

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Morgan Stanley
Per Stirling Capital Management
Cambridge Investment Research Advisors
Creekmur Asset Management
First Trust Advisors
Kestra Advisory Services
Commonwealth Equity Services
Stephens
Mach-1 Financial Group
Owen LaRue
Branch Banking & Trust Company
Bank of New York Mellon
HighTower Advisors

View all funds holding First Tr Exchange-traded