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First Fndtn shares owned by Red Tortoise

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Red Tortoise from 13F filings

Historical chart of Red Tortoise investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Red Tortoise consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4k 319 7.55
2023-12-31 $3.1k 319 9.68
2023-09-30 $1.9k 319 6.08
2023-06-30 $1.3k 319 3.97

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

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