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First Tr Exchange-traded shares owned by Symphony Financial

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

Historical chart of Symphony 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 Symphony 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 122k 16.79
2025-06-30 $1.8M 116k 15.76

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

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