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First Tr Exchng Traded Fd Vi shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XIMR) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 34k 31.23

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding First Tr Exchng Traded Fd Vi

Cetera Investment Advisers
Stephens
Foundations Investment Advisors
Triad Wealth Partners
Kestra Advisory Services
Advisory Resource Group
Susquehanna International
Castleview Partners
Focus Financial Network
Rockefeller Capital Management
Accel Wealth Management
Old Mission Capital
Consolidated Portfolio Review Corp
Mml Investors Services
Envestnet Asset Management

View all funds holding First Tr Exchng Traded Fd Vi