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First Tr Exchange-traded shares owned by Atlas Wealth

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

Historical chart of Atlas Wealth investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $771M 33k 23400.01
2024-03-31 $871k 36k 24.48
2023-12-31 $1.0M 49k 21.07
2023-09-30 $1.0B 49k 21070.01
2023-06-30 $720M 32k 22760.00

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Adams Diversified Equity Closed End Funds - Taxable (ADX)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)
Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)
Apple Incorporated Common Stock (AAPL)
General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Procter And Gamble Company Common Stock (PG)
Microsoft Corporation Common Stock (MSFT)
Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)
Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)
Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Commonwealth Equity Services
Advisor Group Holdings
Stifel Financial
Royal Bank of Canada
Branch Banking & Trust Company
Spectrum Wealth Counsel
Cetera Investment Advisers
Wells Fargo & Company
Raymond James Financial Services Advisors
Park National Corp
Cambridge Investment Research Advisors
Raymond James & Associates
Janney Montgomery Scott

View all funds holding First Tr Exchange-traded