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First City Capital Management Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Russell 1000 Value ETF $110,033,000
Technology Select Sector SPDR Fund $59,962,000
iShares Russell 2000 Growth ETF $1,711,000
PowerShares Water Resources Portfolio $417,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $405,000
Global X SuperDividend ETF $392,000
SPDR S&P 500 ETF Trust $364,000
Vanguard European Stock Index Fund $353,000
iShares Russell 1000 Growth ETF $351,000
iShares Select Dividend ETF $274,000
iShares Gold Trust $161,000
PowerShares DWA Momentum Portfolio $155,000
iShares Core S&P US Growth ETF $148,000
SPDR Gold Shares $147,000
iShares US Technology ETF $139,000
iShares Core High Dividend ETF $138,000
iShares Core S&P 500 ETF $116,000
Vanguard Dividend Appreciation Index Fund $111,000
Guggenheim S&P 500 Equal Weight ETF $90,000
iShares Nasdaq Biotechnology ETF $84,000
Vanguard REIT Index Fund $82,000
WisdomTree Dividend ex-Financials Fund $75,000
iShares US Healthcare ETF $75,000
iShares iBoxx $ High Yield Corporate Bond ETF $70,000
iShares Silver Trust $70,000
iShares MSCI EAFE ETF $68,000
SPDR S&P Dividend ETF $61,000
iShares Core S&P Small-Cap ETF $58,000
iShares S&P Mid-Cap 400 Value ETF $55,000
iShares 3-7 Year Treasury Bond ETF $55,000
iShares Core US Aggregate Bond ETF $54,000
iShares MSCI Singapore Capped ETF $53,000
Vanguard Short-Term Corporate Bond Index Fund $46,000
iShares Core S&P Mid-Cap ETF $42,000
Financial Select Sector SPDR Fund $35,000
iShares MSCI Emerging Markets ETF $33,000
iShares Global 100 ETF $32,000
PowerShares Dynamic Biotechnology & Genome Portfolio $31,000
iShares Dow Jones US ETF $30,000
PIMCO Total Return Active Exchange-Traded Fund $27,000
WisdomTree Australia Dividend Fund $25,000
iShares MSCI Japan ETF $21,000
PowerShares S&P 500 Quality Portfolio $21,000
iShares China Large-Cap ETF $15,000
iShares Russell Mid-Cap Growth ETF $14,000
IQ Hedge Multi-Strategy Tracker ETF $14,000
iShares MSCI Hong Kong ETF $13,000
First Trust Consumer Discretionary AlphaDEX Fund $12,000
First Trust Consumer Staples AlphaDEX Fund $12,000
ProShares Short 20+ Year Treasury $12,000
PowerShares Dynamic Food & Beverage Portfolio $11,000
Guggenheim S&P MidCap 400 Pure Growth ETF $11,000
iShares 1-3 Year Treasury Bond ETF $10,000
PowerShares DWA Industrials Momentum Portfolio $10,000
VanEck Vectors Preferred Securities ex Financials ETF $10,000
iShares TIPS Bond ETF $10,000
Guggenheim Investments CurrencyShares Australian Dollar Trust $9,000
Guggenheim Investments CurrencyShares Canadian Dollar Trust $8,000
Vanguard Consumer Discretionary Index Fund $6,000
iShares MSCI Australia ETF $5,000
ProShares UltraPro QQQ $5,000
iShares MSCI BRIC ETF $5,000
Guggenheim Multi-Asset Income ETF $3,000
iShares MSCI Germany ETF $3,000
PowerShares Build America Bond Portfolio $2,000

    Assets

    Assets

    Last updated on Oct. 5, 2017
      • $380.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 459
        Accounts
      • $829.4K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    Edmund Lane Curlee
    July 2002
    Edgar L.T. Gay
    July 2002
    John Peter Skeadas
    February 2018
    Edmund Lane Curlee
    February 2018

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edmund Lane Curlee Sr. Vice President/Cio September, 1992 75% or more
      Edgar L.T. Gay President January, 1979 less than 5%
      Ann-Marie J. Sarabia Chief Compliance Officer October, 2005 less than 5%
      Edwin Bryan Connerat Sr. Vice President February, 2005 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees