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

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

Historical chart of Goss Wealth Management 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 Goss Wealth Management 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.6M 204k 42.05
2023-06-30 $12M 267k 44.17
2023-03-31 $9.2M 205k 45.06
2022-12-31 $6.3M 190k 33.43
2022-09-30 $5.7M 131k 43.54
2022-06-30 $5.3M 114k 46.37
2022-03-31 $9.0M 181k 49.58
2021-12-31 $7.8M 146k 53.22
2021-09-30 $8.6M 161k 53.55
2021-06-30 $11M 207k 53.63
2021-03-31 $11M 209k 52.83
2020-12-31 $9.6M 176k 54.73
2020-09-30 $3.9M 71k 55.03
2020-06-30 $3.5M 65k 54.78
2020-03-31 $4.2M 80k 52.71
2019-12-31 $2.3M 45k 51.82
2019-09-30 $1.6M 31k 52.64
2019-06-30 $1.4M 27k 51.81
2019-03-31 $5.9k 31k 0.19
2018-12-31 $563k 11k 49.34

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (DGRO)
Ishares Core MF Closed and MF Open (AGG)
Chevron Corp Common Stock (CVX)
Ishares Ibonds MF Closed and MF Open (IBDQ)
Ishares Ibonds MF Closed and MF Open (IBDP)

View all positions for Goss Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Advisor Group Holdings
Raymond James & Associates
LVZ Advisors
Allen Capital Group
Pine Valley Investments Ltd Liability
Kestra Advisory Services
Bank of New York Mellon
Stifel Financial
AE Wealth Management
HighTower Advisors

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