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First Tr Exchange-traded Fd cmn shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 8.1k 42.05
2025-06-30 $469k 11k 41.81
2025-03-31 $412k 10k 41.04
2021-06-30 $217k 4.4k 49.24
2021-03-31 $203k 4.1k 49.83

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)
Fs Kkr Cap Corp Cef (FSK)

View all positions for Transcend Wealth Collective

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