First Tr Exchange-traded shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Tr Exchange-traded by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 33k | 25.85 |
| 2025-06-30 | $819k | 33k | 24.71 |
| 2025-03-31 | $1.1M | 45k | 23.72 |
| 2024-12-31 | $1.2M | 48k | 24.24 |
| 2024-09-30 | $1.2M | 48k | 24.64 |
| 2024-06-30 | $1.1M | 49k | 23.38 |
| 2024-03-31 | $354k | 15k | 24.48 |
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