N.E.W. Advisory Services »

First Tr Exchange-traded shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of First Tr Exchange-traded (SCIO) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 7.2k 20.75
2025-06-30 $11k 510 20.66

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

Top funds holding First Tr Exchange-traded

Strategic Planning Group
Foundations Investment Advisors
Delta Investment Management
Philip James Wealth Mangement
Snowden Capital Advisors
Flow Traders US
Atria Investments
Winebrenner Capital Management
First Trust Advisors
Change Path
BridgePort Financial Solutions
Commonwealth Equity Services
Citadel Advisors
Steward Partners Investment Advisory
RFG Advisory

View all funds holding First Tr Exchange-traded