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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Claris Financial

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

Historical chart of Claris Financial 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 Claris Financial 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2M 27k 43.89
2025-03-31 $1.4M 32k 42.97
2024-12-31 $1.4M 32k 42.97

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
SRS Capital Advisors
Royal Bank of Canada
Branch Banking & Trust Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
Commonwealth Financial Services

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