First Tr Exchange-traded shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in First Tr Exchange-traded
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exchange-traded held by Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 70k | 25.85 |
| 2025-06-30 | $1.7M | 69k | 24.71 |
| 2025-03-31 | $1.5M | 63k | 23.72 |
| 2024-12-31 | $1.3M | 55k | 24.24 |
| 2024-09-30 | $1.2M | 48k | 24.64 |
| 2024-03-31 | $932k | 38k | 24.48 |
| 2023-12-31 | $800k | 35k | 23.08 |
| 2023-09-30 | $505k | 24k | 21.07 |
| 2023-06-30 | $290k | 13k | 21.97 |
More positions owned by Stonebridge Financial Planning Group
View all positions for Stonebridge Financial Planning Group