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First Tr Exchange-traded shares owned by Maxwell Wealth Strategies

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Maxwell Wealth Strategies from 13F filings

Historical chart of Maxwell Wealth Strategies investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Maxwell Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 44k 23.38
2024-03-31 $1.0M 44k 23.39

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Branch Banking & Trust Company
Royal Bank of Canada
Cetera Investment Advisers
Spectrum Wealth Counsel
Park National Corp
Cambridge Investment Research Advisors
Gail Mannix
Prospera Financial Services
Raymond James Financial Services Advisors
Second Half Financial Partners

View all funds holding First Tr Exchange-traded