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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1M 206k 24.65
2024-09-30 $5.5M 220k 25.13
2024-06-30 $5.5M 223k 24.45
2024-03-31 $6.2M 251k 24.60
2023-12-31 $6.6M 269k 24.74
2023-09-30 $3.2M 133k 24.30

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View all positions for Beacon Financial

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
UBS Group
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Harbour Investments
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Branch Banking & Trust Company
Aptus Capital Advisors
Raymond James Financial
Jpmorgan Chase & Co

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