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First Tr Exchange-traded shares owned by Topsail Wealth Management

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

Historical chart of Topsail 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 Topsail 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 Topsail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 150 17.17
2025-06-30 $2.4k 150 15.75

More positions owned by Topsail Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Cincinnati Financial Corporation (CINF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Topsail Wealth Management

Top funds holding First Tr Exchange-traded

WESPAC Advisors SoCal
Concurrent Investment Advisors
Cetera Investment Advisers
Jane Street
Flow Traders US
Stonehaven Wealth & Tax Solutions
GPS Wealth Strategies Group
BKA Wealth Consulting
Blackhawk Capital Partners
HBW Advisory Services
Royal Bank of Canada
FMR
Topsail Wealth Management

View all funds holding First Tr Exchange-traded