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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 23k 44.42

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

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