Calton & Associates »

First Tr Exch Traded Fd Iii shares owned by Calton & Associates

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (TDVI) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates 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 Calton & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $418k 15k 27.74
2025-09-30 $321k 11k 28.65
2025-06-30 $242k 9.0k 26.78

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Tec (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust State Street Spd (FLRN)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding First Tr Exch Traded Fd Iii

Luken Investment Analytics
Southern Capital Services
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Bullseye Investment Management
Envestnet Asset Management
Stifel Financial
Advisor Group Holdings
Cambridge Investment Research Advisors
Sequent Planning
Private Advisor
Precedent Wealth Partners
Royal Bank of Canada
SRS Capital Advisors

View all funds holding First Tr Exch Traded Fd Iii