Heartwood Wealth Advisors »

First Tr Exchange Traded Fd nasdaq transn shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd nasdaq transn (FTXR) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in First Tr Exchange Traded Fd nasdaq transn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd nasdaq transn held by Heartwood 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 Fd nasdaq transn by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 647 35.05

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding First Tr Exchange Traded Fd nasdaq transn

Goldman Sachs Group
Morgan Stanley
LPL Financial
Susquehanna International
Envestnet Asset Management
Raymond James Financial
Prospera Financial Services
Citadel Advisors
Janney Montgomery Scott
Commonwealth Equity Services
Advisor Group Holdings
Two Sigma Investments
Cetera Investment Advisers
HighTower Advisors
Royal Bank of Canada

View all funds holding First Tr Exchange Traded Fd nasdaq transn