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First Tr Exchange-traded shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 744k 16.87
2025-06-30 $12M 758k 15.91

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Metropcs Communications (TMUS)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr Series Trust Aerospace Def (XAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for WESPAC Advisors SoCal

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