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First Tr Exchange-traded shares owned by Private Client Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 36k 21.31
2025-06-30 $431k 20k 21.06
2025-03-31 $373k 18k 20.99

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Apple (AAPL)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Private Client Services

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