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First Tr Exch Traded Fd Iii shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $966k 34k 28.65

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tesla Motors (TSLA)
Advanced Micro Devices (AMD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Palantir Technologies Cl A (PLTR)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Steel Peak Wealth Management

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