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First Tr Exchange-traded shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Capital Analysts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 47k 24.47
2023-12-31 $632k 27k 23.09
2023-09-30 $497k 24k 21.06
2023-06-30 $109k 5.0k 21.93

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

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