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First Tr Exchange-traded shares owned by AlTi Global

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

Historical chart of AlTi Global investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by AlTi Global

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 137k 17.01

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AlTi Global

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