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

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 716k 25.13
2024-06-30 $17M 705k 24.45
2024-03-31 $17M 681k 24.60
2023-12-31 $17M 666k 24.74
2023-09-30 $9.5M 396k 23.90

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View all positions for TruWealth Advisors

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