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First Tr Exchange-traded shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $197k 12k 16.87

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Spdr Gold Tr Gold Shs (GLD)
Advanced Micro Devices (AMD)
Home Depot (HD)

View all positions for Independent Advisor Alliance

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