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First Tr Exchange-traded shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 26k 19.21
2025-06-30 $465k 24k 19.17
2025-03-31 $463k 25k 18.87
2024-12-31 $455k 24k 18.87
2024-09-30 $398k 21k 19.20

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth Advisors

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded