Gen-Wealth Partners »

First Tr Exchange-traded shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 1.8k 16.77

More positions owned by Gen-Wealth Partners

State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares International Country Rotation Active Etf Etf (CORO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Coca Cola Stock (KO)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Ishares Large Cap Core Active Etf Etf (BLCR)

View all positions for Gen-Wealth Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Bank of New York Mellon
Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
Janney Montgomery Scott
CWM
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Goss Wealth Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded