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First Tr Exchange-traded shares owned by GeoWealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $16k 865 18.50
2023-06-30 $11k 565 19.47
2022-09-30 $18k 969 18.58

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Stifel Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Stephens
Cetera Investment Advisers
Commonwealth Equity Services
Kestra Advisory Services
Cambridge Investment Research Advisors
Integrated Wealth Concepts
Advisor Group Holdings

View all funds holding First Tr Exchange-traded