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

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

Historical chart of Entruity 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 Entruity 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 Entruity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 16k 44.42
2025-06-30 $641k 15k 43.89
2025-03-31 $602k 14k 43.84

More positions owned by Entruity Wealth

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchange Traded S&p Intl Divid (FID)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)

View all positions for Entruity Wealth

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