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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Concorde Asset Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in First Tr Exchng Traded Fd Vi tcw opportunis

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All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 38k 44.61
2023-09-30 $1.6M 38k 42.05
2023-06-30 $1.7M 39k 44.17
2022-12-31 $1.6M 35k 43.92
2022-09-30 $1.3M 30k 43.52
2022-06-30 $1.4M 29k 46.38
2022-03-31 $1.5M 30k 49.57
2021-12-31 $1.6M 30k 53.22
2021-09-30 $1.8M 33k 53.56
2021-06-30 $1.6M 30k 53.64
2021-03-31 $1.9M 37k 52.83
2020-12-31 $1.6M 29k 54.73
2020-09-30 $1.5M 28k 55.04
2020-06-30 $1.4M 25k 54.78
2020-03-31 $1.2M 22k 52.71
2019-12-31 $957k 19k 50.89
2019-09-30 $723k 14k 52.69
2019-06-30 $1.1M 21k 51.76
2019-03-31 $922k 18k 50.68
2018-12-31 $936k 19k 49.37
2018-09-30 $243k 4.9k 49.02
2018-06-30 $247k 5.0k 49.68
2018-03-31 $281k 5.7k 49.48
2017-12-31 $265k 5.2k 50.82

More positions owned by Concorde Asset Management

First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Concorde Asset Management

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Raymond James Financial Services Advisors
Bank of America Corporation
Advisor Group Holdings
Raymond James & Associates
Pine Valley Investments Ltd Liability
LVZ Advisors
Allen Capital Group
Commonwealth Equity Services
Kestra Advisory Services
Private Advisor
Stifel Financial
Cambridge Investment Research Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw opportunis