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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 135k 25.19
2025-06-30 $1.9M 74k 24.89
2025-03-31 $714k 29k 24.75
2024-12-31 $509k 21k 24.65