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First Tr Exchange-traded shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in First Tr Exchange-traded

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All positions including First Tr Exchange-traded held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 7.5k 29.40

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Chubb (CB)
Amazon (AMZN)
McDonald's Corporation (MCD)

View all positions for Chas. P. Smith & Associates, PA, CPA's

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