Transcend Wealth Collective »

First Tr Exchange-traded shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 79k 21.31
2025-06-30 $1.2M 58k 21.06

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)
Fs Kkr Cap Corp Cef (FSK)

View all positions for Transcend Wealth Collective

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