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First Tr Exchange-traded shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 12k 18.77
2023-12-31 $221k 12k 18.96
2023-09-30 $227k 12k 18.39
2023-06-30 $247k 13k 18.62

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

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