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First Tr Exchange-traded shares owned by Advisor OS

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

Historical chart of Advisor OS investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $620k 37k 17.01
2025-09-30 $563k 33k 16.87
2025-06-30 $446k 28k 15.91
2025-03-31 $339k 24k 14.14
2024-12-31 $237k 18k 13.16

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Global X Fds 1-3 Month T-bill (CLIP)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Raymond James Financial
Koshinski Asset Management
CWM
Wealth Enhancement Advisory Services
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Ferguson Shapiro
Royal Bank of Canada
WESPAC Advisors SoCal
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded