Merkkuri Wealth Advisors »

First Tr Exchange-traded shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Merkkuri Wealth Advisors 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 Exchange-traded by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $177k 9.3k 18.94
2025-06-30 $345k 18k 19.12
2025-03-31 $353k 19k 18.94
2024-12-31 $348k 18k 18.87
2024-09-30 $404k 21k 19.20
2024-06-30 $388k 21k 18.74

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

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
Cetera Investment Advisers
Raymond James Financial
Assetmark
Vestmark Advisory Solutions

View all funds holding First Tr Exchange-traded