First Tr Exchange-traded shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Tr Exchange-traded by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 84k | 25.85 |
| 2025-06-30 | $2.0M | 82k | 24.71 |
| 2025-03-31 | $1.2M | 51k | 23.72 |
| 2024-12-31 | $1.2M | 49k | 24.24 |