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First Tr Exchange Traded Fd first tr nasdaq shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $807k 14k 59.21
2024-06-30 $873k 16k 54.75
2024-03-31 $408k 7.3k 56.17

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

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

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