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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 471k 24.60
2023-12-31 $11M 450k 24.74

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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
Commonwealth Equity Services
Apollon Wealth Management
Larson Financial Group
Branch Banking & Trust Company
Wagner Wealth Management
Colony
Advisor Group Holdings
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors

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