Waterloo Capital »

First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $382k 16k 23.90

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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
Csenge Advisory Group
Branch Banking & Trust Company
Larson Financial Group
Wagner Wealth Management
Colony
Advisor Group Holdings
Visionary Wealth Advisors
EdgeRock Capital

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