Adviser Investments »

First Tr Exchange-traded shares owned by Adviser Investments

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Adviser Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $477k 24k 19.57

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
The Alger Etf Trust Concentrated Eqt (CNEQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Adviser Investments

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Miracle Mile Advisors
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Janney Montgomery Scott
Envestnet Asset Management
CWM
Wealth Enhancement Advisory Services
Ferguson Shapiro
Rockefeller Capital Management
Beaumont Financial Advisors

View all funds holding First Tr Exchange-traded