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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Bogart Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in First Tr Exchng Traded Fd Vi tcw opportunis

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by Bogart Wealth 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 tcw opportunis by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $475k 11k 43.60
2023-12-31 $676k 15k 44.61
2023-09-30 $41M 964k 42.06
2023-06-30 $42M 945k 44.17
2023-03-31 $42M 926k 45.06
2022-12-31 $42M 965k 43.92
2022-09-30 $62M 1.4M 43.54
2022-06-30 $60M 1.3M 46.37
2022-03-31 $63M 1.3M 49.58
2021-12-31 $65M 1.2M 53.21
2021-09-30 $63M 1.2M 53.55
2021-06-30 $59M 1.1M 53.63
2021-03-31 $36M 689k 52.83
2020-12-31 $28M 518k 54.73
2020-09-30 $26M 471k 55.03
2020-06-30 $17M 306k 54.79
2020-03-31 $22M 410k 52.71
2019-12-31 $21M 397k 51.82
2019-09-30 $110k 2.1k 52.61

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Raymond James Financial Services Advisors
Bank of America Corporation
Advisor Group Holdings
Raymond James & Associates
LVZ Advisors
Allen Capital Group
Pine Valley Investments Ltd Liability
Commonwealth Equity Services
Kestra Advisory Services
Private Advisor
Stifel Financial
Cambridge Investment Research Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw opportunis