Icon Wealth Advisors »

First Tr Exchng Traded Fd Vi cboe eqt dep nov shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi cboe eqt dep nov (DNOV) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in First Tr Exchng Traded Fd Vi cboe eqt dep nov

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi cboe eqt dep nov held by Icon Wealth Advisors 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 Exchng Traded Fd Vi cboe eqt dep nov by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $506k 13k 38.72
2022-12-31 $427k 13k 32.67

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi cboe eqt dep nov

Advisor Group Holdings
Commonwealth Equity Services
Mutual Advisors
Concurrent Investment Advisors
Ogorek Anthony Joseph
Beacon Financial
Raymond James Financial Services Advisors
IFP Advisors
CWM
Harbour Investments
Kestra Advisory Services
Advisory Services Network
Tanglewood Legacy Advisors
Mariner Wealth Advisors
Rockefeller Capital Management

View all funds holding First Tr Exchng Traded Fd Vi cboe eqt dep nov