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

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

Historical chart of Gentry Private 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 Gentry Private 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 Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $666k 16k 43.05

More positions owned by Gentry Private Wealth

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Nyse Technology Etf Etf (XNTK)
Invesco S&p 500 Revenue Etf Etf (RWL)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Microsoft Corp Stock (MSFT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)

View all positions for Gentry Private Wealth

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Signature Estate and Investment Advisors
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Cetera Investment Advisers
Pine Valley Investments Ltd Liability
LVZ Advisors
Allen Capital Group
Kestra Advisory Services
Commonwealth Equity Services
Bank of America Corporation
Royal Bank of Canada

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