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First Tr Exchange-traded shares owned by GeoWealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FTGS) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $876k 28k 31.22
2024-06-30 $392k 13k 30.51

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
Kestra Advisory Services
Raymond James Financial Services Advisors
CWM
Stifel Financial
Prospera Financial Services
Commonwealth Equity Services
ODonnell Financial Services
Mach-1 Financial Group
Park National Corp
Advisor Group Holdings
Sweet Financial Partners

View all funds holding First Tr Exchange-traded