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First Tr Exchng Traded Fd Vi shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (XJUN) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Lakeridge 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 by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 7.7k 38.04
2024-06-30 $284k 7.7k 36.82
2024-03-31 $279k 7.7k 36.21

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

Kestra Advisory Services
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Sequent Planning
Bullseye Investment Management
HFG Wealth Management
Mutual Advisors
LM Advisors
Bouchey Financial
Harbour Investments
Resources Investment Advisors
Diversify Advisory Services
Envestnet Asset Management
Laidlaw Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi