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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment 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 AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 53k 25.19
2025-06-30 $1.1M 45k 24.89
2025-03-31 $3.1M 126k 24.75

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
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Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Harbour Investments
HighTower Advisors
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
Stifel Financial
Cetera Investment Advisers
Csenge Advisory Group

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