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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 492k 24.45
2024-03-31 $12M 506k 24.60
2023-12-31 $13M 507k 24.74
2023-09-30 $12M 504k 23.90
2023-06-30 $12M 491k 24.17

More positions owned by SlateStone Wealth

SPDR S&P 500 ETF Tr Etf (SPY)
Apple (AAPL)
Invesco QQQ Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
iShares USA Quality Fctr Etf (QUAL)
Pepsi (PEP)
Amazon (AMZN)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Vanguard High Div Yield Etf (VYM)
Vanguard Value ETF Etf (VTV)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
First Trust ETF TCW Unconstrai Etf (UCON)

View all positions for SlateStone Wealth

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Commonwealth Equity Services
Branch Banking & Trust Company
Apollon Wealth Management
Aptus Capital Advisors
Csenge Advisory Group
Morling Financial Advisors
IFP Advisors

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