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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.9M 352k 25.17
2021-12-31 $328k 13k 26.33

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

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

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