Gerald Baker Financial Group »

First Tr Exchange-traded shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $310k 12k 25.55

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded