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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 438k 24.74
2023-09-30 $11M 444k 23.90
2023-06-30 $11M 436k 24.17
2023-03-31 $9.7M 402k 24.21
2022-12-31 $9.6M 397k 24.11
2022-09-30 $8.6M 362k 23.82
2022-06-30 $4.8M 196k 24.50
2022-03-31 $4.8M 188k 25.53
2021-12-31 $4.5M 169k 26.37
2021-09-30 $4.2M 158k 26.58
2021-06-30 $4.0M 151k 26.66
2021-03-31 $3.9M 146k 26.63
2020-12-31 $3.8M 142k 26.68
2020-09-30 $54k 2.1k 26.31
2020-06-30 $54k 2.1k 26.05
2020-03-31 $49k 2.0k 24.15
2019-12-31 $2.8k 106 26.11

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Angel Oak Income Etf Etf (CARY)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
R3 Global Dividend Growth Etf Etf (GDVD)
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)
Invesco S&p 500 Pure Growth Etf Etf (RPG)
Johnson & Johnson Stock (JNJ)

View all positions for Arkadios Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Tolleson Wealth Management
Larson Financial Group
Branch Banking & Trust Company
Colony
Advisor Group Holdings
Apollon Wealth Management
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors
Commonwealth Equity Services
Bensler

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai