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First Tr Exchange-traded shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 18k 17.01

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Cornerstone Wealth Management

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