SWMG »

First Tr Exchng Traded Fd Vi shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $547k 14k 40.24
2023-09-30 $491k 13k 37.08

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding First Tr Exchng Traded Fd Vi

CWM
Advisor Group Holdings
Commonwealth Equity Services
Raymond James Financial Services Advisors
McCarthy & Cox
Schulz Wealth
Keystone Wealth Services
Raymond James & Associates
Harbour Investments
AE Wealth Management
Cambridge Investment Research Advisors
Prospera Financial Services
Atria Wealth Solutions
Beacon Financial
Fragasso

View all funds holding First Tr Exchng Traded Fd Vi