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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in First Tr Exchng Traded Fd Vi tcw opportunis

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis held by Envestnet Portfolio Solutions 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 opportunis by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 294k 43.60
2023-12-31 $15M 330k 44.61

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Signature Estate and Investment Advisors
UBS Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Coppell Advisory Solutions Corp.
Pine Valley Investments Ltd Liability
LVZ Advisors
Citadel Advisors
Bank of America Corporation
Allen Capital Group
Advisor Group Holdings

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