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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $953k 22k 44.32
2025-09-30 $2.7M 61k 44.42

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment Advisors

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

LPL Financial
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
UBS Group
HighTower Advisors
Royal Bank of Canada
Branch Banking & Trust Company
Cetera Investment Advisers
Advisor Group Holdings
Goss Wealth Management
Cambridge Investment Research Advisors
Commonwealth Financial Services
Thrivent Financial for Lutherans

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