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First Tr Exchange-traded shares owned by Northwest Financial Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Northwest Financial Advisors from 13F filings

Historical chart of Northwest Financial Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 13k 25.85
2025-06-30 $210k 8.5k 24.71

More positions owned by Northwest Financial Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Brookfield Corp Cl A Ltd Vt Sh (BN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Northwest Financial Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
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