Tanglewood Legacy Advisors »

First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 480 45.24
2024-06-30 $21k 480 43.05
2024-03-31 $21k 480 43.60
2023-12-31 $21k 480 44.60

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

LPL Financial
Signature Estate and Investment Advisors
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Cetera Investment Advisers
Allen Capital Group
Ameriprise Financial
LVZ Advisors
Pine Valley Investments Ltd Liability
Royal Bank of Canada
Coppell Advisory Solutions
Commonwealth Equity Services

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