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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 26k 43.59
2024-12-31 $6.4M 148k 42.97
2019-12-31 $5.6M 108k 51.82

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Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Royal Bank of Canada
UBS Group
Branch Banking & Trust Company
Cetera Investment Advisers
Bank of America Corporation
Goss Wealth Management
Geneos Wealth Management
Advisor Group Holdings

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