First Tr Exchange-traded shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood 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 Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Tr Exchange-traded by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 128k | 25.85 |
| 2025-06-30 | $3.2M | 129k | 24.71 |
| 2025-03-31 | $2.9M | 4.9k | 586.15 |