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First Tr Exchange-traded shares owned by Independent Wealth Network

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 102k 20.41
2025-06-30 $1.8M 89k 20.32

More positions owned by Independent Wealth Network

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Silver Tr Ishares (SLV)

View all positions for Independent Wealth Network

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