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First Tr Exchange-traded shares owned by Advisory Advocates

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Advisory Advocates from 13F filings

Historical chart of Advisory Advocates investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Advisory Advocates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 79k 25.55
2025-12-31 $1.9M 73k 26.24

More positions owned by Advisory Advocates

First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nuveen Equity Premium and Growth Fund (SPXX)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Cohen & Steers infrastucture Fund (UTF)
Columbia Seligm Prem Tech Gr (STK)
Apple (AAPL)
Adams Express Company (ADX)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Royce Value Trust (RVT)
Amazon (AMZN)

View all positions for Advisory Advocates

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded