Boyer Financial Services »

First Tr Exchange-traded shares owned by Boyer Financial Services

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Boyer Financial Services from 13F filings

Historical chart of Boyer Financial Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Boyer Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 68k 17.33

More positions owned by Boyer Financial Services

Capital Group Dividend Growe Shs Etf (CGDG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ea Series Trust Tbg Dividend Foc (TBG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Global Equity SHS (CGGE)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)

View all positions for Boyer Financial Services

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