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First Tr Exchng Traded Fd Vi shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (GSEP) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 492k 38.08
2025-06-30 $701k 19k 36.67
2025-03-31 $702k 20k 34.54
2024-12-31 $3.0M 86k 35.04
2024-09-30 $6.4M 186k 34.58