Efficient Wealth Management »

First Tr Exchng Traded Fd Vi shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (FSEP) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $199k 4.0k 50.37
2025-06-30 $189k 4.0k 47.84

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

Envestnet Asset Management
CWM
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
LPL Financial
Assetmark
Raymond James Financial
Atria Investments
REAP Financial Group
Kestra Advisory Services
BAM Wealth Management
Schulz Wealth
Keystone Wealth Services
Strategic Blueprint

View all funds holding First Tr Exchng Traded Fd Vi