Selective Wealth Management, Inc. First Tr Exchange Traded Fd Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding FCTR
# of Institutions
37Shares Held
1.63MCall Options Held
0Put Options Held
0- 
    
      Geneos Wealth Management Inc.346KShares$12.2 Million0.33% of portfolio
- 
    
      Lunt Capital Management, Inc. Holladay, UT322KShares$11.4 Million4.19% of portfolio
- 
    
      Acg Wealth221KShares$7.8 Million1.32% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC151KShares$5.33 Million0.0% of portfolio
- 
    
      Soltis Investment Advisors LLC St. George, UT147KShares$5.21 Million0.41% of portfolio