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First Tr Exchange-traded shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth 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 Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $782k 27k 29.40
2024-12-31 $284k 12k 24.24
2024-06-30 $145k 6.2k 23.38

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Apple (AAPL)
Spdr Series Trust St Sho Treas Etf (SPTS)
Blackrock Etf Trust Isha I In Te Etf (BAI)
First Tr Exchange-traded Vest Laddered (ACYN)
Global X Fds Defense Tech Etf (SHLD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Triad Wealth Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Stifel Financial
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Baird Financial
Harbour Investments
Cambridge Investment Research Advisors
SRS Capital Advisors
Gail Mannix
Envestnet Asset Management

View all funds holding First Tr Exchange-traded