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

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

Historical chart of Defined 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 Defined 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 96k 25.13
2024-06-30 $2.3M 94k 24.45

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Defined Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Bank of America Corporation
Harbour Investments
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Advisor Group Holdings
Aptus Capital Advisors
Commonwealth Equity Services
Branch Banking & Trust Company
Apollon Wealth Management
Jpmorgan Chase & Co

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