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

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

Historical chart of PRW 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 PRW 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 PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.4M 433k 19.41
2023-03-31 $18M 863k 20.40
2022-09-30 $11M 688k 16.21

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

Raymond James Financial Services Advisors
Grant Street Asset Management
Maltin Wealth Management
Advisor Group Holdings
AE Wealth Management
Harbour Investments
Commonwealth Equity Services
Steward Partners Investment Advisory
Raymond James & Associates
Cambridge Investment Research Advisors
Sawtooth Asset Management
IFP Advisors
Cypress Wealth Services
Kestra Advisory Services
Advisory Services Network

View all funds holding First Tr Exchng Traded Fd Vi