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First Tr Exchng Traded Vi shares owned by SageView Advisory Group

Quarter-by-quarter ownership of First Tr Exchng Traded Vi (YDEC) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in First Tr Exchng Traded Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Vi held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Vi by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $327k 14k 22.74
2023-09-30 $301k 14k 20.99
2023-06-30 $316k 14k 21.98

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding First Tr Exchng Traded Vi

Commonwealth Equity Services
AE Wealth Management
Raymond James Financial Services Advisors
Global Retirement Partners
Cambridge Investment Research Advisors
Advisor Group Holdings
EWG Elevate
Prosperity Consulting Group
Harbour Investments
AlphaMark Advisors
Integrity Financial Corp
H D Vest Advisory Services
DHJJ Financial Advisors
Citadel Advisors
Raymond James & Associates

View all funds holding First Tr Exchng Traded Vi