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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 619 24.77
2025-12-31 $15k 614 25.15
2025-09-30 $15k 607 25.19
2025-06-30 $15k 601 24.91
2025-03-31 $15k 596 24.76

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for CBIZ Investment Advisory Services

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Harbour Investments
Royal Bank of Canada
Bank of America Corporation
Raymond James Financial
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Branch Banking & Trust Company
Stifel Financial
Csenge Advisory Group
Trilogy Capital

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