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First Tr Exchange-traded Fd cmn shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded Fd cmn (HYLS) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in First Tr Exchange-traded Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd cmn held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd cmn by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 6.5k 41.86
2025-09-30 $292k 6.9k 42.05
2025-06-30 $264k 6.3k 41.81
2025-03-31 $427k 10k 41.04

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding First Tr Exchange-traded Fd cmn

LPL Financial
First Trust Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Wiley Bros.-aintree Capital
Kmg Fiduciary Partners
Envestnet Asset Management
Raymond James Financial
Stifel Financial
Vestmark Advisory Solutions
Park National Corp
Advisor Group Holdings
Cetera Investment Advisers
Mount Yale Investment Advisors

View all funds holding First Tr Exchange-traded Fd cmn