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First Tr Exchange-traded shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 72k 20.32
2025-03-31 $1.4M 66k 20.52

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding First Tr Exchange-traded

Guardian Wealth Advisors, Llc / Nc
Aptus Capital Advisors
Commonwealth Equity Services
Cooper Capital Advisors
LexAurum Advisors
Sulzberger Capital Advisors
Prosperity Financial Group
Cetera Investment Advisers
Resources Investment Advisors
Independent Wealth Network
American Financial Advisors
Advisory Services Network
Jane Street
Bullseye Investment Management
H D Vest Advisory Services

View all funds holding First Tr Exchange-traded