Beacon Financial »

First Tr Exchange-traded shares owned by Beacon Financial

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $963k 39k 24.48
2023-12-31 $441k 19k 23.08

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Beacon Financial

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Stifel Financial
Spectrum Wealth Counsel
Global Assets Advisory
Royal Bank of Canada
Cambridge Investment Research Advisors
Gail Mannix
Park National Corp
Prospera Financial Services
Echo Wealth Management
Janney Montgomery Scott

View all funds holding First Tr Exchange-traded