NewEdge Wealth »

First Tr Exchange-traded shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by NewEdge Wealth 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 989k 16.74
2025-06-30 $8.3M 535k 15.59

More positions owned by NewEdge Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Blackstone Group Inc Com Cl A (BX)
Wells Fargo & Company (WFC)
Gilead Sciences (GILD)
AutoZone (AZO)
Home Depot (HD)
Lam Research Corp Com New (LRCX)
Kla Corp Com New (KLAC)

View all positions for NewEdge Wealth

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded