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First Tr Exchange-traded shares owned by GoalVest Advisory

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 823 16.87

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Goss Wealth Management
Raymond James Financial
McCarthy & Cox
CWM
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Royal Bank of Canada
WESPAC Advisors SoCal
Citadel Advisors
IFP Advisors
Capital Investment Counsel
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded