Everest Financial Group »

First Tr Exchange-traded shares owned by Everest Financial Group

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Everest Financial Group from 13F filings

Historical chart of Everest Financial Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Everest Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $919k 49k 18.94

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

Top funds holding First Tr Exchange-traded

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Assetmark
Vestmark Advisory Solutions

View all funds holding First Tr Exchange-traded