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

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

Historical chart of Trajan 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 Trajan 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $539k 11k 47.50
2024-06-30 $654k 13k 48.66

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

Top funds holding First Tr Exchange Traded Fd first tr mngstr

Tredje AP-fonden
Envestnet Asset Management
LPL Financial
ALM First Financial Advisors
TCP Asset Management
Cetera Investment Advisers
Bank of New York Mellon
Assetmark
H D Vest Advisory Services
Cambridge Investment Research Advisors
Authentikos Wealth Advisory
Raymond James Financial Services Advisors
Orion Portfolio Solutions
First Trust Advisors
AE Wealth Management

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