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First Fndtn shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $305k 32k 9.68
2023-09-30 $176k 29k 6.08
2023-06-30 $111k 28k 3.97

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding First Fndtn

Vanguard Group
Dimensional Fund Advisors
Fourthstone
Jacobs Levy Equity Management
D. E. Shaw & Co
Context BH Capital Management
Sandler O'Neill Asset Management
Goldman Sachs Group
Federated Investors
Alliancebernstein
rhino investment partners
Charles Schwab Investment Management
Two Sigma Advisers
Naples Global Advisors
Hotchkis and Wiley Capital Management

View all funds holding First Fndtn