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First Tr Exchng Traded Fd Vi shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors 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 Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 4.0k 50.54

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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

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