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
Download as csvQuarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $194k | 11k | 18.38 |
| 2024-12-31 | $198k | 11k | 18.87 |
| 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 |