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First Tr Exchange-traded shares owned by Calton & Associates

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 105k 25.85
2025-06-30 $955k 39k 24.71
2025-03-31 $561k 24k 23.72
2024-12-31 $420k 17k 24.24

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded