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First Tr Exchange-traded shares owned by CVA Family Office

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $612k 25k 24.18

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for CVA Family Office

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
ARGI Investment Services
Private Advisor
LPL Financial
Stifel Financial
Rockefeller Capital Management
Summit Trail Advisors
Rock Creek Group
Integrated Wealth Concepts
Cedrus
Jane Street
Royal Bank of Canada
CVA Family Office
Prosperity Wealth Management

View all funds holding First Tr Exchange-traded