9258 Wealth Management »

First Tr Small Cap Etf equity shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of First Tr Small Cap Etf equity (FYT) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in First Tr Small Cap Etf equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Small Cap Etf equity held by 9258 Wealth Management 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 Small Cap Etf equity by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 4.4k 55.55
2024-06-30 $212k 4.1k 51.75
2024-03-31 $205k 3.8k 54.33

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Apple Stock (AAPL)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
Oracle Corp Stock (ORCL)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Total International Stock ETF Etf (VXUS)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Mega Cap Value ETF Etf (MGV)
Cincinnati Financial Corp Stock (CINF)

View all positions for 9258 Wealth Management

Top funds holding First Tr Small Cap Etf equity

Simplicity Wealth
Blueprint Investment Partners
LPL Financial
Wells Fargo & Company
Morgan Stanley
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Proactive Wealth Strategies
UBS Group
Raymond James Financial
Branch Banking & Trust Company
Envestnet Asset Management
Tower Research Capital
Raymond James Financial Services Advisors

View all funds holding First Tr Small Cap Etf equity