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First Tr Exchange-traded shares owned by Independent Financial Group

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2M 437k 20.96
2025-09-30 $2.8M 132k 21.31
2025-06-30 $1.2M 56k 21.06

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Amazon (AMZN)
Pgim Etf Tr Aaa Clo Etf (PAAA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Harbour Investments
Cetera Investment Advisers
Stifel Financial
Raymond James Financial
Long Run Wealth Advisors
Stephens
Bouchey Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Seascape Capital Management
Wiley Bros.-aintree Capital

View all funds holding First Tr Exchange-traded