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First Tr Exchange-traded shares owned by Core Wealth Partners

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $501k 27k 18.77
2023-12-31 $338k 18k 18.96

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding First Tr Exchange-traded

Csenge Advisory Group
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Raymond James Financial Services Advisors
Stifel Financial
TAP Consulting
Assetmark
Janney Montgomery Scott
Raymond James & Associates
Visionary Wealth Advisors

View all funds holding First Tr Exchange-traded