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First Tr Exchange-traded shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $477k 25k 18.86
2024-09-30 $261k 14k 19.20
2024-06-30 $191k 10k 18.74

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

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
Stephens
Raymond James Financial
Cetera Investment Advisers
Stifel Financial
Raymond James & Associates
Branch Banking & Trust Company
Independent Advisor Alliance

View all funds holding First Tr Exchange-traded