San Luis Wealth Advisors »

First Tr Exchange-traded shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 154k 31.22
2024-06-30 $4.3M 142k 30.51

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

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