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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Lido Advisors

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

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 58k 25.19
2025-06-30 $1.6M 66k 24.89
2025-03-31 $1.8M 71k 24.75
2024-12-31 $1.5M 59k 24.65
2024-09-30 $751k 30k 25.13

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Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
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Ameriprise Financial
Royal Bank of Canada
Harbour Investments
HighTower Advisors
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
Stifel Financial
Cetera Investment Advisers
Csenge Advisory Group

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