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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
2024-03-31 $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)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding First Tr Exchange-traded

Commonwealth Equity Services
Advisor Group Holdings
Global Assets Advisory
Branch Banking & Trust Company
Spectrum Wealth Counsel
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
Gail Mannix
Park National Corp
Prospera Financial Services
Echo Wealth Management
Janney Montgomery Scott
Cedrus
Ergawealth Advisors

View all funds holding First Tr Exchange-traded