Hartland & Co »

First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Hartland & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 117k 24.65
2024-09-30 $3.8M 151k 25.13
2024-06-30 $2.8M 116k 24.45
2023-09-30 $4.9k 206 23.90

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Hartland & Co

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