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First Tr Exchange-traded shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of First Tr Exchange-traded (FTGS) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 49k 35.91
2025-06-30 $1.4M 42k 34.19
2025-03-31 $960k 32k 29.75
2024-12-31 $972k 30k 32.50
2024-09-30 $309k 9.4k 32.83

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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