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First Tr Exchange-traded shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth 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 Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $494k 29k 17.01
2025-06-30 $160k 10k 15.91

More positions owned by Integrys Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Integrys Wealth Advisors

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded