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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

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 20240.4M0.6M0.8M1M1.2M20k30k40k50k
Value ($)Share countHistorical RDVI position of Stonebridge Financial Planning … Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in First Tr Exchange-traded by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
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