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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 217k 24.60
2023-12-31 $5.2M 211k 24.74

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

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
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

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