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First Tr Mid Cap Val Etf equity shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Mid Cap Val Etf equity by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $996k 20k 51.00
2023-09-30 $925k 21k 44.62
2022-12-31 $383k 8.9k 42.97
2022-09-30 $307k 8.1k 38.14
2021-09-30 $898k 20k 44.29
2021-06-30 $910k 21k 44.44
2021-03-31 $902k 21k 42.85
2020-12-31 $1.1M 30k 35.73

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding First Tr Mid Cap Val Etf equity

Total Investment Management
Wells Fargo & Company
Kestra Advisory Services
UBS Group
Royal Bank of Canada
Janney Montgomery Scott
Gladstone Institutional Advisory
Raymond James & Associates
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
Kingsview Wealth Management
Commonwealth Equity Services
Stifel Financial
Sigma Planning
Baird Financial

View all funds holding First Tr Mid Cap Val Etf equity