Herold Advisors »

First Tr Exchange-traded shares owned by Herold Advisors

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 11k 21.63

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding First Tr Exchange-traded

Commonwealth Equity Services
Cambridge Investment Research Advisors
HBW Advisory Services
Goldman Sachs Group
Harbour Investments
Sanctuary Advisors
Resources Investment Advisors
Benjamin Edwards
Flow Traders US
GPS Wealth Strategies Group
Citadel Advisors
Maia Wealth
Centennial Wealth Advisory
Benjamin F. Edwards & Company
Onyx Bridge Wealth Group

View all funds holding First Tr Exchange-traded