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

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

Historical chart of Navalign investment in First Tr Exchng Traded Fd Vi tcw unconstrai

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All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Navalign 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 Navalign

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 522k 25.13
2024-06-30 $12M 507k 24.45
2024-03-31 $12M 473k 24.60
2023-12-31 $4.9M 196k 24.74
2023-09-30 $791k 33k 23.90
2023-06-30 $219k 9.1k 24.17

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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