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First Tr Exchange Traded Fd lng dur oprtun shares owned by Wealth Management Associates

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in First Tr Exchange Traded Fd lng dur oprtun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd lng dur oprtun by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 10k 21.75
2025-06-30 $218k 10k 21.42
2025-03-31 $235k 11k 21.50
2024-12-31 $228k 11k 20.84
2024-09-30 $318k 14k 22.40

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Intl Sel Div Etf (IDV)
Spdr Gold Tr Gold Shs (GLD)
Kinder Morgan (KMI)
Global X Fds Artificial Etf (AIQ)

View all positions for Wealth Management Associates

Top funds holding First Tr Exchange Traded Fd lng dur oprtun

LPL Financial
Royal Bank of Canada
Raymond James Financial
Comprehensive Wealth Management
Morgan Stanley
GDS Wealth Management
Financial Enhancement
Csenge Advisory Group
Cambridge Investment Research Advisors
Fundamentun
Marshall Financial Group
Envestnet Asset Management
Walkner Condon Financial Advisors
Atria Wealth Solutions
Stephens

View all funds holding First Tr Exchange Traded Fd lng dur oprtun