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First Tr Exchng Traded Fd Vi shares owned by Crown Wealth Group

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XSEP) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $391k 11k 35.89
2023-09-30 $390k 12k 33.91

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View all positions for Crown Wealth Group

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
Advisor Group Holdings
Kestra Advisory Services
Lincoln National
Millington Financial Advisors
Mariner Wealth Advisors
Kraematon Investment Advisors
WealthPlan Investment Management
First Heartland Consultants
Holistic Planning
Mutual Advisors
AE Wealth Management
Diligent Investors
Cambridge Investment Research Advisors
Cambridge Advisors

View all funds holding First Tr Exchng Traded Fd Vi