Captrust Financial Advisors »

First Tr Exchange-traded shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $814k 48k 16.87
2025-06-30 $768k 48k 15.91
2025-03-31 $682k 48k 14.14
2024-12-31 $521k 40k 13.16

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Raymond James Financial
Koshinski Asset Management
CWM
Wealth Enhancement Advisory Services
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Ferguson Shapiro
Royal Bank of Canada
WESPAC Advisors SoCal
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded