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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
2025-09-30 $391k 11k 35.91
2025-06-30 $385k 11k 34.19
2025-03-31 $304k 10k 29.75
2024-12-31 $416k 13k 31.40
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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Cetera Investment Advisers
CWM
Cambridge Investment Research Advisors
Envestnet Asset Management
Kestra Advisory Services
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
Morgan Stanley
ODonnell Financial Services
Integrated Wealth Concepts
Royal Bank of Canada
Hobart Private Capital

View all funds holding First Tr Exchange-traded