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First Tr Exchange-traded shares owned by Private Advisor

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

Historical chart of Private Advisor investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $18M 922k 19.57
2026-03-31 $1.1M 65k 16.77

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Private Advisor

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Miracle Mile Advisors
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Janney Montgomery Scott
Envestnet Asset Management
CWM
Wealth Enhancement Advisory Services
Ferguson Shapiro
Rockefeller Capital Management
Beaumont Financial Advisors

View all funds holding First Tr Exchange-traded