First Tr Exchange-traded shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in First Tr Exchange-traded
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exchange-traded held by Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 322k | 25.85 |
| 2025-06-30 | $7.9M | 318k | 24.71 |
| 2025-03-31 | $7.0M | 294k | 23.72 |
| 2024-12-31 | $5.8M | 240k | 24.24 |
| 2024-09-30 | $5.1M | 206k | 24.64 |
| 2024-06-30 | $4.7M | 201k | 23.38 |
| 2024-03-31 | $4.6M | 186k | 24.48 |
| 2023-12-31 | $1.2M | 51k | 23.08 |
| 2023-09-30 | $682k | 32k | 21.07 |
| 2023-06-30 | $480k | 22k | 21.97 |
More positions owned by Pinnacle Wealth Management Advisory
View all positions for Pinnacle Wealth Management Advisory