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First Tr Exchange-traded shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth 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 Iams Wealth 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 272k 21.23
2025-09-30 $3.1M 147k 21.31
2025-06-30 $3.1M 149k 21.06
2025-03-31 $2.7M 129k 20.99

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
LVZ Advisors
Raymond James Financial
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Cambridge Investment Research Advisors
Advisor Group Holdings
Prospera Financial Services
Pine Valley Investments Ltd Liability

View all funds holding First Tr Exchange-traded