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First Tr Exchange Traded Fd nasd tech div shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd nasd tech div (TDIV) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in First Tr Exchange Traded Fd nasd tech div

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd nasd tech div held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd nasd tech div by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 103k 80.30
2024-03-31 $6.6M 94k 69.67
2023-12-31 $5.0M 78k 64.09
2023-09-30 $2.8M 51k 56.09
2023-06-30 $2.8M 48k 58.66
2023-03-31 $2.5M 46k 54.09

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

Top funds holding First Tr Exchange Traded Fd nasd tech div

LPL Financial
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial Services Advisors
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Park National Corp
Flaharty Asset Management
Advisor Group Holdings
Stifel Financial
Creative Planning

View all funds holding First Tr Exchange Traded Fd nasd tech div