Philip James Wealth Mangement »

First Tr Exchange-traded shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of First Tr Exchange-traded (SCIO) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 149k 20.76

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Qualcomm (QCOM)
Intel Corporation (INTC)
Occidental Petroleum Corporation (OXY)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Rocket Cos Com Cl A (RKT)
Chubb (CB)
Altria (MO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Philip James Wealth Mangement

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