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First Tr Exchange Traded Fd first tr nasdaq shares owned by Claris Financial

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr nasdaq (RDVY) shares owned by Claris Financial from 13F filings

Historical chart of Claris Financial investment in First Tr Exchange Traded Fd first tr nasdaq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr nasdaq held by Claris Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd first tr nasdaq by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.5M 40k 62.74
2025-03-31 $2.5M 42k 59.14
2024-12-31 $2.5M 42k 59.14

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Ameriprise Financial
UBS Group
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Tr Exchange Traded Fd first tr nasdaq