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First Tr Exchange-traded shares owned by Private Client Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Private Client Services from 13F filings

Historical chart of Private Client 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 Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 14k 21.23
2025-06-30 $288k 14k 20.98
2025-03-31 $287k 14k 20.75
2024-12-31 $264k 13k 20.45
2024-09-30 $210k 9.8k 21.37

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Apple (AAPL)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Private Client Services

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
TCP Asset Management
Per Stirling Capital Management
Manchester Financial
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
Cambridge Investment Research Advisors
Stephens
Wiley Bros.-aintree Capital
Northeast Planning Associates, Inc. / Nh /
Owen LaRue

View all funds holding First Tr Exchange-traded