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First Tr Exchange Traded Fd multi asset di shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd multi asset di (MDIV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Exchange Traded Fd multi asset di

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd multi asset di held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd multi asset di by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $86k 5.5k 15.65
2023-09-30 $158k 11k 14.60
2023-06-30 $172k 12k 14.56
2023-03-31 $158k 11k 14.66
2022-12-31 $231k 15k 14.97
2022-09-30 $353k 25k 14.42
2022-06-30 $1.2M 78k 15.35
2022-03-31 $1.4M 81k 16.85
2021-12-31 $1.3M 81k 16.59
2021-09-30 $1.3M 81k 16.38
2021-06-30 $1.4M 82k 17.04
2021-03-31 $1.3M 78k 16.73
2020-12-31 $1.3M 80k 16.22
2020-09-30 $848k 64k 13.34
2020-06-30 $863k 64k 13.52
2020-03-31 $772k 65k 11.81
2019-12-31 $1.5M 82k 18.79
2019-09-30 $1.6M 85k 18.39
2019-06-30 $1.6M 87k 18.50
2019-03-31 $1.6M 88k 18.38
2018-12-31 $1.5M 88k 16.76
2018-09-30 $1.6M 85k 18.54
2018-06-30 $1.3M 72k 18.28
2018-03-31 $1.4M 80k 17.88
2017-12-31 $1.5M 80k 19.01
2017-09-30 $1.9M 97k 19.18
2017-06-30 $1.9M 99k 19.29
2017-03-31 $1.9M 99k 19.53
2016-12-31 $1.9M 100k 19.10
2016-09-30 $2.0M 107k 18.90
2016-06-30 $2.1M 108k 19.37
2016-03-31 $2.0M 110k 18.41

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding First Tr Exchange Traded Fd multi asset di

Flaharty Asset Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
Harbour Investments
Capital Investment Advisory Services
UBS Group
Intl Fcstone
Advisor Group Holdings
Raymond James Financial Services Advisors
Silver Oak Securities
Harvest Investment Services
Raymond James & Associates
Cambridge Investment Research Advisors

View all funds holding First Tr Exchange Traded Fd multi asset di