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First Tr Exchange Traded Fd first tr nasdaq shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 3.8k 69.47
2025-09-30 $259k 3.8k 67.26
2025-06-30 $242k 3.8k 62.74

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Klingman & Associates

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
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
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Private Advisor
Stifel Financial

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