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First Tr Exchange-traded shares owned by Western Wealth Management

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

Historical chart of Western 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 Western 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 41k 24.64
2024-06-30 $874k 37k 23.38
2024-03-31 $438k 18k 24.48
2023-12-31 $304k 13k 23.08

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Western Wealth Management

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded