First Tr Exchange-traded shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in First Tr Exchange-traded
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exchange-traded held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Tr Exchange-traded by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $798k | 31k | 25.85 |
| 2025-06-30 | $680k | 28k | 24.71 |
| 2025-03-31 | $489k | 21k | 23.72 |
| 2024-12-31 | $419k | 17k | 25.23 |
| 2024-09-30 | $228k | 8.8k | 25.92 |