First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in First Tr Exchng Traded Fd Vi tcw opportunis
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All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by Collaborative Wealth Managment 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 Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 25k | 45.24 |
| 2024-06-30 | $1.1M | 27k | 43.05 |
| 2024-03-31 | $1.2M | 27k | 43.60 |
| 2023-12-31 | $1.3M | 29k | 44.61 |
| 2023-09-30 | $1.4M | 32k | 42.06 |
| 2023-06-30 | $1.5M | 34k | 44.17 |
| 2023-03-31 | $1.7M | 37k | 45.06 |
| 2022-12-31 | $3.4M | 78k | 43.92 |
| 2022-09-30 | $3.6M | 83k | 43.54 |
| 2022-06-30 | $4.0M | 86k | 46.37 |
| 2021-12-31 | $4.7M | 89k | 53.21 |
| 2021-03-31 | $4.5M | 90k | 49.58 |
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