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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
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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding First Tr Exchange Traded Fd nasd tech div

Bank of America Corporation
Wells Fargo & Company
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Flaharty Asset Management
Raymond James & Associates
Park National Corp
Stifel Financial
Global Assets Advisory
Creative Planning
Commonwealth Equity Services
D.A. Davidson & Co.
Aprio Wealth Management

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