First Tr Exchng Traded Fd Vi tcw opportunis shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in First Tr Exchng Traded Fd Vi tcw opportunis
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 37k | 45.24 |
| 2024-06-30 | $1.8M | 42k | 43.05 |
| 2024-03-31 | $2.0M | 47k | 43.60 |
| 2023-12-31 | $2.6M | 58k | 44.61 |
| 2023-09-30 | $1.8M | 43k | 42.06 |
| 2023-06-30 | $1.9M | 43k | 44.17 |
| 2023-03-31 | $2.1M | 47k | 45.06 |
| 2022-12-31 | $2.0M | 47k | 43.92 |
| 2022-09-30 | $2.0M | 46k | 43.55 |
| 2022-06-30 | $2.4M | 53k | 46.37 |
| 2022-03-31 | $2.9M | 58k | 49.57 |
| 2021-12-31 | $3.1M | 58k | 53.21 |
| 2021-09-30 | $2.9M | 55k | 53.54 |
| 2021-06-30 | $2.2M | 42k | 53.64 |
| 2021-03-31 | $2.1M | 40k | 52.82 |
| 2020-12-31 | $2.1M | 38k | 54.74 |
| 2020-09-30 | $1.2M | 22k | 55.05 |
| 2020-06-30 | $871k | 16k | 54.85 |
| 2020-03-31 | $837k | 16k | 52.71 |
| 2019-12-31 | $667k | 13k | 51.79 |
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