First Tr Exchange-traded shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in First Tr Exchange-traded
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exchange-traded held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Tr Exchange-traded by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $291k | 13k | 23.09 |
2023-09-30 | $274k | 13k | 21.04 |