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First Tr Exch Traded Fd Iii shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (TDVI) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 56k 28.65
2025-06-30 $1.4M 52k 26.78
2025-03-31 $896k 40k 22.34
2024-12-31 $708k 29k 24.10

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

Top funds holding First Tr Exch Traded Fd Iii

Luken Investment Analytics
Cetera Investment Advisers
LPL Financial
Raymond James Financial
Bullseye Investment Management
Envestnet Asset Management
H D Vest Advisory Services
Advisor Group Holdings
Private Advisor
Royal Bank of Canada
Precedent Wealth Partners
RiverTree Advisors
Jaffetilchin Investment Partners
Cambridge Investment Research Advisors
Steel Peak Wealth Management

View all funds holding First Tr Exch Traded Fd Iii