Personal Resources Investment & Strategic Management »

First Tr Exchange-traded shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 1.2M 16.87

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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