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First Tr Exchange-traded shares owned by CWM

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

Historical chart of CWM investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 51k 24.48
2023-12-31 $1.0M 44k 23.07
2023-09-30 $142k 6.7k 21.04

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding First Tr Exchange-traded

Commonwealth Equity Services
Advisor Group Holdings
Global Assets Advisory
Branch Banking & Trust Company
Spectrum Wealth Counsel
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
Gail Mannix
Park National Corp
Prospera Financial Services
Echo Wealth Management
Janney Montgomery Scott
Cedrus
Ergawealth Advisors

View all funds holding First Tr Exchange-traded