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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

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Quarterly reported holdings in First Tr Exchange-traded by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 76k 22.76
2023-09-30 $5.4M 258k 21.07
2023-06-30 $4.7M 213k 21.97

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding First Tr Exchange-traded

Commonwealth Equity Services
Advisor Group Holdings
Global Assets Advisory
Branch Banking & Trust Company
Spectrum Wealth Counsel
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
Gail Mannix
Park National Corp
Prospera Financial Services
Echo Wealth Management
Cedrus
Ergawealth Advisors
Kestra Advisory Services

View all funds holding First Tr Exchange-traded