First Tr Exchange-traded shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Tr Exchange-traded
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Quarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.85 |
| 2025-06-30 | $933k | 38k | 24.71 |
| 2025-03-31 | $877k | 37k | 23.72 |
| 2024-12-31 | $842k | 35k | 24.24 |
| 2024-09-30 | $783k | 32k | 24.64 |
| 2024-06-30 | $679k | 29k | 23.38 |
| 2024-03-31 | $253k | 10k | 24.48 |