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First Tr Exchange-traded shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1M 536k 17.01
2025-06-30 $7.9M 494k 15.91
2025-03-31 $5.2M 370k 14.14
2024-12-31 $8.0M 610k 13.16

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for SRS Capital 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