LeClair Wealth Partners »

First Tr Exchng Traded Fd Vi tcw opportunis shares owned by LeClair Wealth Partners

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

Historical chart of LeClair Wealth Partners 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 LeClair Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by LeClair Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 526k 44.42
2025-06-30 $23M 514k 43.89

More positions owned by LeClair Wealth Partners

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Cintas Corporation (CTAS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for LeClair Wealth Partners

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
SRS Capital Advisors
Royal Bank of Canada
Branch Banking & Trust Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
Commonwealth Financial Services

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