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First Tr Exchange Traded Fd first tr mngstr shares owned by Beta Wealth

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr mngstr (FMF) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in First Tr Exchange Traded Fd first tr mngstr

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr mngstr held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd first tr mngstr by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 32k 47.05
2025-09-30 $1.5M 30k 48.70

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr State Street Bla (SRLN)
Dimensional Etf Trust Emerging Mrktets (DEXC)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding First Tr Exchange Traded Fd first tr mngstr

LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
ALM First Financial Advisors
Coppell Advisory Solutions
TCP Asset Management
Assetmark
Janney Montgomery Scott
First Trust Advisors
Benjamin Edwards
Cambridge Investment Research Advisors
Raymond James Financial
Bank of New York Mellon
Center For Asset Management
CLS Investments

View all funds holding First Tr Exchange Traded Fd first tr mngstr