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First Tr Exchng Traded Fd Vi shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (DJUL) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Schwallier Wealth 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 by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 9.5k 41.41

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

Ogorek Anthony Joseph
Advisor Group Holdings
Raymond James & Associates
Envestnet Asset Management
Ignite Planners
Smart Money Group
Commonwealth Financial Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
CWM
AE Wealth Management
Kestra Advisory Services
Mml Investors Services
Commonwealth Equity Services
Cetera Investment Advisers

View all funds holding First Tr Exchng Traded Fd Vi