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First Tr Exchange-traded shares owned by Iams Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (MGOV) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 50k 20.48
2025-03-31 $564k 28k 20.26
2024-12-31 $461k 23k 19.83

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding First Tr Exchange-traded

Commonwealth Financial Services
Commonwealth Equity Services
Kingsview Wealth Management
Envestnet Asset Management
EWG Elevate
Branch Banking & Trust Company
First Trust Advisors
LPL Financial
HighTower Advisors
Harbour Investments
Integrated Wealth Concepts
Integrys Wealth Advisors
Ashton Thomas Private Wealth
Iams Wealth Management
Narwhal Capital Management

View all funds holding First Tr Exchange-traded