SOA Wealth Advisors »

First Tr Exchng Traded Fd Vi shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (FJUN) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by SOA Wealth Advisors 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 Exchng Traded Fd Vi by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 22k 55.95
2025-06-30 $1.1M 20k 53.67
2025-03-31 $706k 14k 49.89
2024-12-31 $745k 15k 51.38
2024-09-30 $752k 15k 50.52
2024-06-30 $683k 14k 48.40
2024-03-31 $595k 13k 47.02
2023-12-31 $559k 13k 44.15
2023-09-30 $526k 13k 40.54
2023-06-30 $500k 12k 41.44