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First Tr Exchange-traded shares owned by Commonwealth Financial Services

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

Historical chart of Commonwealth 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 Commonwealth 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 Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.3M 545k 17.01
2025-09-30 $8.6M 509k 16.87
2025-06-30 $6.9M 437k 15.91

More positions owned by Commonwealth Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ea Series Trust Us Quan Momentum (QMOM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Pacer Fds Tr Developed Mrkt (ICOW)

View all positions for Commonwealth Financial Services

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