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First Tr Exchange-traded shares owned by Private Client Services

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) shares owned by Private Client Services from 13F filings

Historical chart of Private Client 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 Private Client 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 18k 19.58

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds 2026 Term (IBHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Private Client Services

Top funds holding First Tr Exchange-traded

Guardian Wealth Advisors, Llc / Nc
Aptus Capital Advisors
Commonwealth Equity Services
Rise Advisors
Janney Montgomery Scott
Cooper Capital Advisors
Creative Financial Designs
Cetera Investment Advisers
Great Valley Advisor Group
Sulzberger Capital Advisors
Mutual Advisors
Prosperity Financial Group
Jane Street
Delta Investment Management
Independent Wealth Network

View all funds holding First Tr Exchange-traded