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First Tr Exchange-traded shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 48k 24.64
2024-06-30 $1.1M 46k 23.38
2024-03-31 $963k 39k 24.48
2023-12-31 $441k 19k 23.08

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

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