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First Tr Exchange-traded shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $29M 1.1M 25.55
2024-12-31 $9.8M 403k 24.24

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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