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

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $518k 21k 24.45
2024-03-31 $230k 9.4k 24.60
2023-09-30 $220k 9.2k 23.90

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Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Bank of America Corporation
Harbour Investments
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Wagner Wealth Management
Advisor Group Holdings
Aptus Capital Advisors
Commonwealth Equity Services
Apollon Wealth Management
Jpmorgan Chase & Co
Csenge Advisory Group
Morling Financial Advisors
Raymond James & Associates

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