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First Tr Exchange-traded shares owned by ValMark Advisers

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $740k 38k 19.31

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding First Tr Exchange-traded

Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
Commonwealth Equity Services
Rise Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Creative Financial Designs
LPL Financial
LexAurum Advisors
Steward Partners Investment Advisory
Great Valley Advisor Group
Envestnet Asset Management
SageGuard Financial Group
Delta Investment Management
Prosperity Financial Group

View all funds holding First Tr Exchange-traded