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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by IFG Advisory

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

Historical chart of IFG Advisory investment in First Tr Exchng Traded Fd Vi tcw opportunis

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All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 50k 45.24
2024-06-30 $2.4M 55k 43.05
2024-03-31 $2.5M 58k 43.60
2023-12-31 $3.0M 67k 44.61
2023-09-30 $2.9M 70k 41.77
2023-06-30 $2.9M 65k 44.17
2023-03-31 $2.7M 60k 45.06
2022-12-31 $1.9M 42k 43.91
2022-09-30 $1.9M 43k 43.52
2022-06-30 $2.1M 46k 46.36
2022-03-31 $2.4M 49k 49.58
2021-12-31 $2.9M 55k 53.21
2021-09-30 $2.7M 50k 53.54
2021-06-30 $2.3M 43k 53.61
2021-03-31 $2.0M 38k 52.82
2020-12-31 $1.4M 25k 54.71
2020-09-30 $1.3M 24k 55.01
2020-06-30 $1.2M 23k 54.77
2020-03-31 $830k 16k 52.69
2019-12-31 $863k 17k 51.82
2019-09-30 $850k 16k 52.64

More positions owned by IFG Advisory

Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FTCS)
Vanguard High MF Closed and MF Open (VYM)
Invesco Russell MF Closed and MF Open (OMFL)
Spdr Portfolio MF Closed and MF Open (SPLG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)
Ishares Core MF Closed and MF Open (DIVB)

View all positions for IFG Advisory

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
Royal Bank of Canada
Coppell Advisory Solutions
Commonwealth Equity Services
Thrivent Financial for Lutherans

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