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

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

Historical chart of Tolleson Wealth Management 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 Tolleson Wealth Management 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 1.4M 24.74
2023-09-30 $6.5M 273k 23.90
2023-06-30 $5.2M 216k 24.17
2023-03-31 $6.2M 256k 24.21
2022-12-31 $14M 567k 24.11
2022-09-30 $16M 665k 23.82
2022-06-30 $18M 713k 24.50
2022-03-31 $1.7M 65k 25.54
2021-12-31 $2.7M 101k 26.37

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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
Wagner Wealth Management
Colony
Advisor Group Holdings
Apollon Wealth Management
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors
Commonwealth Equity Services

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