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First Tr Exchange-traded shares owned by Cambridge Advisors

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

Historical chart of Cambridge Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 69k 17.01
2025-09-30 $1.1M 63k 16.87

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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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View all positions for Cambridge Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Goss Wealth Management
Raymond James Financial
CWM
Wealth Enhancement Advisory Services
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Ferguson Shapiro
Royal Bank of Canada
WESPAC Advisors SoCal
Citadel Advisors
IFP Advisors
Capital Investment Counsel

View all funds holding First Tr Exchange-traded