Arete Wealth Advisors »

First Tr Mid Cap Val Etf equity shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of First Tr Mid Cap Val Etf equity (FNK) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in First Tr Mid Cap Val Etf equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Mid Cap Val Etf equity held by Arete 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 Mid Cap Val Etf equity by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $239k 4.5k 53.41
2024-09-30 $243k 4.5k 54.30
2023-12-31 $228k 4.5k 51.00

More positions owned by Arete Wealth Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Arete Wealth Advisors

Top funds holding First Tr Mid Cap Val Etf equity

Total Investment Management
LPL Financial
Wells Fargo & Company
Morgan Stanley
UBS Group
Gladstone Institutional Advisory
Raymond James & Associates
Raymond James Financial
Janney Montgomery Scott
Stifel Financial
Commonwealth Equity Services
Cambridge Investment Research Advisors
Sylvest Advisors
Kingsview Wealth Management
Benjamin Edwards

View all funds holding First Tr Mid Cap Val Etf equity