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First Tr Exchange-traded shares owned by Barrett & Company

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Barrett & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 30k 16.87
2025-06-30 $371k 23k 15.91

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Future Exponenti (XT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)

View all positions for Barrett & Company

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Goss Wealth Management
Raymond James Financial
McCarthy & Cox
CWM
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Royal Bank of Canada
WESPAC Advisors SoCal
Citadel Advisors
IFP Advisors
Capital Investment Counsel
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded