Primoris Wealth Advisors »

First Tr Exchange-traded Fd cmn shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris Wealth 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 Primoris 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 cmn by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 10k 42.05
2025-06-30 $418k 10k 41.81
2025-03-31 $410k 10k 41.04

More positions owned by Primoris Wealth Advisors

Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Primoris Wealth Advisors

Top funds holding First Tr Exchange-traded Fd cmn

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

View all funds holding First Tr Exchange-traded Fd cmn