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First Tr Exchange-traded shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $294k 18k 16.77

More positions owned by Roxbury Financial

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Ishares Core S&p 500 Etf Etf (IVV)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Visa Inc Com Cl A Stock (V)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Amazon Stock (AMZN)
Walmart Stock (WMT)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo & Co Stock (WFC)
Caterpillar Stock (CAT)
Mckesson Corp Stock (MCK)
International Business Machs Stock (IBM)

View all positions for Roxbury Financial

Top funds holding First Tr Exchange-traded

LPL Financial
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Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
Janney Montgomery Scott
CWM
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Goss Wealth Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded