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First Tr Exchange-traded Fd Cboe Vest shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of First Tr Exchange-traded Fd Cboe Vest (IGLD) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in First Tr Exchange-traded Fd Cboe Vest

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd Cboe Vest held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd Cboe Vest by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $116k 5.5k 21.06

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
New York Life Invts Active E Mackay Mun Inter (MMIT)
Wisdomtree Tr Intl Equity Fd (DWM)
Intercontinental Exchange (ICE)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Smallwood Wealth Investment Management

Top funds holding First Tr Exchange-traded Fd Cboe Vest

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Kestra Advisory Services
Cetera Investment Advisers
Commonwealth Equity Services
Hilton Capital Management
Advisor Group Holdings
Cavalier Investments
XML Financial
Thor Trading Advisors
HFG Wealth Management
Thrive Capital Management
Bullseye Investment Management
Integrated Wealth Concepts

View all funds holding First Tr Exchange-traded Fd Cboe Vest