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First Tr Exchange-traded shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum 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 Concentrum 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 9.0k 29.63
2025-06-30 $241k 9.0k 26.82
2025-03-31 $361k 16k 22.55
2024-12-31 $397k 16k 24.84
2024-09-30 $414k 18k 23.33
2024-06-30 $326k 15k 22.48

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Vaneck Semiconductor Etf Etf (SMH)
Tesla Motors Stock (TSLA)
Microsoft Stock (MSFT)
Ishares Bitcoin Trust Etf Etf (IBIT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Advanced Micro Devices Stock (AMD)
Amazon.com Stock (AMZN)
Spdr Gold Etf Etf (GLD)

View all positions for Concentrum Wealth Management

Top funds holding First Tr Exchange-traded

Concentrum Wealth Management
IFP Advisors
Tower Research Capital
UBS Group

View all funds holding First Tr Exchange-traded