DHJJ Financial Advisors »

First Tr Exchange-traded shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.6k 573 16.77

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for DHJJ Financial Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Koshinski Asset Management
Evergreen Wealth Solutions
CWM
Citadel Advisors
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Ferguson Shapiro
WESPAC Advisors SoCal
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded