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First Tr Exchange-traded shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.5M 345k 18.85

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Core Investment (FTCB)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Evergreen Wealth Solutions

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Ameriprise Financial
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings
Susquehanna International
Cetera Investment Advisers
Raymond James Financial
Citadel Advisors

View all funds holding First Tr Exchange-traded