Philip James Wealth Mangement »

First Tr Exchange-traded shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in First Tr Exchange-traded

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0015.296951M5.2969515M5.296952M5.2969525M5.296953M256.51k256.5105k256.511k256.5115k256.512k
Value ($)Share countHistorical FTCB position of Philip James Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.3M 257k 20.65

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Qualcomm (QCOM)
Occidental Petroleum Corporation (OXY)
Intel Corporation (INTC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Organon & Co Common Stock (OGN)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
Altria (MO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Hp (HPQ)

View all positions for Philip James Wealth Mangement

Top funds holding First Tr Exchange-traded

Morgan Stanley
LVZ Advisors
LPL Financial
Envestnet Asset Management
Cyndeo Wealth Partners
Kestra Advisory Services
Prospera Financial Services
First Trust Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Commonwealth Equity Services
Jane Street
Assetmark
Philip James Wealth Mangement
HBW Advisory Services

View all funds holding First Tr Exchange-traded