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First Tr Exchange-traded shares owned by GeoWealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $731k 34k 21.31
2025-06-30 $681k 32k 21.06
2025-03-31 $553k 26k 20.99
2024-12-31 $409k 20k 20.65

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Advisor Group Holdings
Cambridge Investment Research Advisors
Prospera Financial Services
McCarthy & Cox

View all funds holding First Tr Exchange-traded