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First Tr Exchange-traded shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $253k 10k 24.48

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded