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First Tr Exchange-traded shares owned by Clear Point Advisors

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

Historical chart of Clear Point 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 Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 12k 17.01
2025-09-30 $208k 12k 16.87
2025-06-30 $196k 12k 15.91
2025-03-31 $175k 12k 14.14

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Graniteshares Gold Tr Shs Ben Int (BAR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for Clear Point Advisors

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