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First Tr Exchange-traded shares owned by Tiedemann Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by Tiedemann Wealth Management from 13F filings

Historical chart of Tiedemann Wealth 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 Tiedemann Wealth 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 Tiedemann Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 798k 21.10
2023-06-30 $15M 718k 20.13
2023-03-31 $210k 11k 19.88
2022-12-31 $210k 11k 19.93

More positions owned by Tiedemann Wealth Management

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
New Relic
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Uber Technologies (UBER)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Tiedemann Wealth Management

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
Perella Weinberg Partners Capital Management
Private Advisor
Stifel Financial
Rockefeller Capital Management
Jane Street
Advisor Group Holdings
Citadel Advisors
Royal Bank of Canada

View all funds holding First Tr Exchange-traded