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First Tr Exchange-traded shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 11k 19.20
2024-06-30 $212k 11k 18.74
2024-03-31 $231k 12k 18.77
2023-12-31 $221k 12k 18.96
2023-09-30 $227k 12k 18.39
2023-06-30 $247k 13k 18.62

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
International Assets Investment Management
Wells Fargo & Company
First Trust Advisors
Royal Bank of Canada
Csenge Advisory Group
Envestnet Asset Management
Stephens
Cetera Investment Advisers
Raymond James & Associates
Cambridge Investment Research Advisors
Advisor Group Holdings
Goss Wealth Management
Integrated Wealth Concepts

View all funds holding First Tr Exchange-traded