Marshall Investment Management »

First Tr Exchange-traded shares owned by Marshall Investment Management

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Marshall Investment Management from 13F filings

Historical chart of Marshall Investment Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Marshall Investment Management 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $519k 20k 25.85
2025-03-31 $404k 17k 23.72

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

Top funds holding First Tr Exchange-traded

LPL Financial
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Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded