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First Tr Exchange-traded shares owned by Accel Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Accel 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 by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 14k 25.85
2025-06-30 $305k 12k 24.71
2025-03-31 $280k 12k 23.72
2024-12-31 $269k 11k 24.24

More positions owned by Accel Wealth Management

Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Accel Wealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded