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Listed Fd Tr shares owned by Financial Engines Advisors L.L.C

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Financial Engines Advisors L.L.C from 13F filings

Historical chart of Financial Engines Advisors L.L.C investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Financial Engines Advisors L.L.C

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 11k 27.56
2025-06-30 $276k 10k 26.62
2025-03-31 $243k 10k 23.81

More positions owned by Financial Engines Advisors L.L.C

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Future Exponenti (XT)
Spdr Series Trust S&p Kensho New (KOMP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Financial Engines Advisors L.L.C

Top funds holding Listed Fd Tr

RFG Advisory
Mercer Global Advisors
Wealth Enhancement Advisory Services
Goldman Sachs Group
Jane Street
Susquehanna International
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Citadel Advisors
Apollon Wealth Management
SageOak Financial
Farther Finance Advisors
Royal Bank of Canada
Financial Engines Advisors L.L.C
Courage Miller Partners
Y.D. More Investments

View all funds holding Listed Fd Tr