SRS Capital Advisors »

First Tr Exch Traded Fd Iii shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 55k 27.74
2025-06-30 $1.1M 42k 26.78
2025-03-31 $692k 31k 22.34
2024-12-31 $561k 23k 24.10

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for SRS Capital Advisors

Top funds holding First Tr Exch Traded Fd Iii

Luken Investment Analytics
Southern Capital Services
LPL Financial
Cetera Investment Advisers
Raymond James Financial
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