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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in First Tr Exchng Traded Fd Vi tcw opportunis

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 256k 43.60
2023-12-31 $8.5M 192k 44.61

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

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