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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
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

U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Apple Incorporated Common Stock (AAPL)
Goldman Sachs Group, Incorporated. Pfd A 1/1000 Preferred Stock (GS.PA)
Procter And Gamble Company Common Stock (PG)
Morgan Stanley Pfd A 1/1000 Preferred Stock (MS.PA)
Microsoft Corporation Common Stock (MSFT)
Goldman Sachs Group Inc Shs D 1/1000 Preferred Stock (GS.PD)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Bank Of America Corporation Pfd1/1200 Sr1 Preferred Stock (BML.PG)
First Trust Rba American Industrial Renaissance Etf Exchange Traded Funds (Country Baskets/iShares) .. (AIRR)
Jpmorgan Chase & Company Common Stock (JPM)
John Hancock Multifactor Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JHSC)
Metlife Inc Floating Rate Non-cum Perp Pfd Floats Quarterly Preferred Stock (MET.PA)
Amazon Com Incorporated Common Stock (AMZN)

View all positions for Atlas Wealth

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
Janney Montgomery Scott
Cedrus
Ergawealth Advisors

View all funds holding First Tr Exchange-traded