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First Tr Exchng Traded Fd Vi shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XJUN) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $413k 12k 35.13
2023-09-30 $390k 12k 33.13
2023-06-30 $487k 15k 33.45
2023-03-31 $1.7M 54k 32.14

More positions owned by Captrust Financial Advisors

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Advisor Group Holdings
Bullseye Investment Management
Janney Montgomery Scott
Kestra Advisory Services
Commonwealth Equity Services
Harbour Investments
LM Advisors
Mutual Advisors
LexAurum Advisors
Kraematon Investment Advisors
Bouchey Financial
First Heartland Consultants
Wealthsource Partners
Laidlaw Wealth Management
AE Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi