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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2023-12-31 $306k 12k 24.74
2023-09-30 $330k 14k 23.90
2023-06-30 $373k 15k 24.17
2023-03-31 $376k 16k 24.21

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for McAdam

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Tolleson Wealth Management
Larson Financial Group
Branch Banking & Trust Company
Colony
Advisor Group Holdings
Apollon Wealth Management
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors
Commonwealth Equity Services
Bensler

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