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First Tr Exchange-traded shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent 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 Legacy Financial Independent 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 Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 321k 16.77

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded