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First Tr Exchange Traded Fd low beta income shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of First Tr Exchange Traded Fd low beta income (FTQI) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in First Tr Exchange Traded Fd low beta income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd low beta income held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd low beta income by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 10k 21.50

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Dimensional Etf Trust Us Large Cap Vec (DFVX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
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Apple Call Option (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
NVIDIA Corporation Put Option (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding First Tr Exchange Traded Fd low beta income

LPL Financial
Wells Fargo & Company
Integrated Wealth Concepts
Spartan Wealth Advisory Services
Fifth Third Securities
Snowden Capital Advisors
Cetera Investment Advisers
Sun Financial
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Private Advisor
Sowell Financial Services
Envestnet Asset Management
Cambridge Investment Research Advisors

View all funds holding First Tr Exchange Traded Fd low beta income