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First Tr Exchng Traded Fd Vi shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (MARM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 76k 29.75

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
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Nvidia Corporation Stock (NVDA)
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)

View all positions for Captrust Financial Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Legacy CG
Commonwealth Equity Services
Ignite Planners
Foundations Investment Advisors
Cetera Investment Advisers
Donald L. Hagan
Kestra Advisory Services
Atria Wealth Solutions
Coppell Advisory Solutions
Captrust Financial Advisors
Clear Creek Financial Management
Brookstone Capital Management
Apollon Wealth Management
WESPAC Advisors SoCal
Bullseye Investment Management

View all funds holding First Tr Exchng Traded Fd Vi