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First Tr Exchange-traded shares owned by AE Wealth Management

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 171k 24.90
2023-09-30 $4.6M 210k 21.79
2023-06-30 $4.4M 190k 23.28
2023-03-31 $2.5M 113k 22.46

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for AE Wealth Management

Top funds holding First Tr Exchange-traded

D.A. Davidson & Co.
Key Client Fiduciary Advisors
LPL Financial
Advisor Group Holdings
Mutual Advisors
Global Assets Advisory
Cambridge Investment Research Advisors
Triumph Capital Management
Benjamin F. Edwards & Company
Northwest Financial Advisors
Stifel Financial
Envestnet Asset Management
Citadel Advisors
HighTower Advisors
Sigma Planning

View all funds holding First Tr Exchange-traded