First Tr Exchng Traded Fd Vi shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (FSEP) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in First Tr Exchng Traded Fd Vi
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 26k | 42.50 |
| 2023-12-31 | $1.0M | 26k | 40.24 |
| 2023-09-30 | $964k | 26k | 37.08 |
| 2023-06-30 | $1.1M | 30k | 37.98 |
| 2023-03-31 | $1.0M | 30k | 35.36 |
| 2022-12-31 | $1.0M | 31k | 33.47 |
| 2022-09-30 | $879k | 28k | 31.56 |