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First Tr Exch Traded Fd Iii shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (SDVD) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in First Tr Exch Traded Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $749k 35k 21.62
2025-06-30 $605k 30k 20.51
2025-03-31 $574k 29k 19.97
2024-12-31 $548k 26k 21.51
2024-09-30 $485k 22k 22.06
2024-06-30 $354k 17k 20.80

More positions owned by TrueWealth Advisors

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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

Top funds holding First Tr Exch Traded Fd Iii

Raymond James Financial
Steward Partners Investment Advisory
Commonwealth Equity Services
NFP Retirement
Stifel Financial
Stephens
LPL Financial
Royal Bank of Canada
Cetera Investment Advisers
Kestra Advisory Services
Capital Investment Advisors
Advisor Group Holdings
Luken Investment Analytics
Private Advisor
Bullseye Investment Management

View all funds holding First Tr Exch Traded Fd Iii