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First Tr Exchange-traded shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 72k 21.37
2024-06-30 $895k 44k 20.43

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

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