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First Tr Exchange-traded shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth 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 Trueblood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 98k 24.24
2024-03-31 $2.0M 80k 24.48
2023-12-31 $1.8M 79k 23.08

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Commonwealth Equity Services
Advisor Group Holdings
Stifel Financial
Branch Banking & Trust Company
Royal Bank of Canada
Spectrum Wealth Counsel
Cetera Investment Advisers
Baird Financial
Wells Fargo & Company
Park National Corp
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott

View all funds holding First Tr Exchange-traded