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First Tr Exchange-traded shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $619k 25k 24.64
2024-06-30 $344k 14k 24.75
2024-03-31 $349k 15k 23.12
2023-12-31 $111k 4.8k 23.08

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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