First Tr Exchange-traded shares owned by AE Wealth Management
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Tr Exchange-traded by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $738k | 29k | 25.85 |
| 2025-06-30 | $491k | 20k | 24.71 |
| 2025-03-31 | $354k | 15k | 23.72 |
| 2024-12-31 | $412k | 17k | 24.24 |
| 2024-09-30 | $366k | 15k | 24.64 |
| 2024-06-30 | $343k | 15k | 23.38 |
| 2024-03-31 | $312k | 13k | 24.48 |
| 2023-12-31 | $1.7M | 76k | 22.76 |
| 2023-09-30 | $5.4M | 258k | 21.07 |
| 2023-06-30 | $4.7M | 213k | 21.97 |