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

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

Historical chart of Forbes Financial Planning 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 Forbes Financial Planning 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.0M 135k 44.17
2023-03-31 $6.1M 135k 45.06
2022-12-31 $3.9M 91k 43.54
2022-09-30 $3.9M 91k 43.54
2022-06-30 $4.2M 91k 46.37
2022-03-31 $4.6M 92k 49.54
2021-12-31 $5.1M 96k 53.14