First Tr Exchange Traded Fd multi asset di shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Tr Exchange Traded Fd multi asset di (MDIV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Tr Exchange Traded Fd multi asset di
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Quarterly reported holdings in First Tr Exchange Traded Fd multi asset di by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 54k | 16.04 |
| 2025-06-30 | $844k | 53k | 15.81 |
| 2025-03-31 | $1.1M | 68k | 16.35 |
| 2024-12-31 | $1.2M | 72k | 16.15 |
| 2024-09-30 | $1.3M | 76k | 16.63 |
| 2024-06-30 | $1.2M | 76k | 15.72 |
| 2024-03-31 | $1.3M | 81k | 15.79 |
| 2023-12-31 | $1.6M | 101k | 15.65 |
| 2023-09-30 | $1.6M | 112k | 14.59 |
| 2023-06-30 | $1.6M | 111k | 14.56 |
| 2023-03-31 | $1.4M | 95k | 14.66 |
| 2022-12-31 | $1.1M | 74k | 14.97 |
| 2022-09-30 | $807k | 56k | 14.43 |
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