Second Half Financial Partners »

First Tr Exchange-traded shares owned by Second Half Financial Partners

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

Historical chart of Second Half Financial Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 268k 24.48
2023-06-30 $4.2M 192k 21.97

More positions owned by Second Half Financial Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
BlackRock (BLK)
Vanguard Bd Index Fds Long Term Bond (BLV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
National Retail Properties (NNN)
Starwood Property Trust (STWD)
Select Sector Spdr Tr Energy (XLE)
Anthem (ELV)
Pepsi (PEP)
Ishares Msci Gbl Etf New (PICK)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
L3harris Technologies (LHX)

View all positions for Second Half Financial Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
Stifel Financial
Royal Bank of Canada
Spectrum Wealth Counsel
Global Assets Advisory
Cambridge Investment Research Advisors
Gail Mannix
Park National Corp
Prospera Financial Services
Echo Wealth Management
Janney Montgomery Scott

View all funds holding First Tr Exchange-traded