First Tr Exchange-traded shares owned by Marshall Financial Group
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Marshall 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 Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.85 |
| 2025-06-30 | $1.1M | 44k | 24.86 |
| 2025-03-31 | $891k | 38k | 23.72 |
| 2024-12-31 | $1.0M | 42k | 24.24 |
| 2024-09-30 | $944k | 38k | 24.64 |
| 2024-06-30 | $871k | 37k | 23.38 |
| 2024-03-31 | $446k | 18k | 24.48 |
| 2023-12-31 | $384k | 17k | 23.08 |
| 2023-09-30 | $343k | 16k | 21.07 |
| 2023-06-30 | $321k | 15k | 21.97 |