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First Tr Exchange-traded shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $542k 32k 16.87
2025-06-30 $288k 18k 15.91

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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