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First Tr Exchange-traded shares owned by Private Client Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 11k 19.19
2025-09-30 $208k 11k 19.21
2025-06-30 $208k 11k 19.12
2025-03-31 $206k 11k 18.94

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Private Client Services

Top funds holding First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
First Trust Advisors
Ameriprise Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Branch Banking & Trust Company
Raymond James Financial
Advisor Group Holdings
Cetera Investment Advisers
Stifel Financial
Stephens
Assetmark
Vestmark Advisory Solutions

View all funds holding First Tr Exchange-traded