Smallwood Wealth Investment Management »

First Tr Exchange-traded shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 2.0k 25.85
2025-06-30 $49k 2.0k 24.71
2025-03-31 $47k 2.0k 23.72

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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