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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 236k 43.60
2023-12-31 $6.6M 148k 44.60
2023-09-30 $5.9M 141k 42.05
2023-06-30 $1.5M 35k 44.17
2023-03-31 $1.7M 37k 45.06
2022-12-31 $1.8M 41k 43.92
2022-09-30 $1.8M 42k 43.53
2022-06-30 $2.8M 60k 46.37
2022-03-31 $2.9M 59k 49.57
2021-12-31 $14M 253k 53.21
2021-09-30 $13M 238k 53.55
2021-06-30 $11M 207k 53.63
2021-03-31 $13M 243k 52.83
2020-12-31 $14M 256k 54.73
2020-09-30 $13M 238k 55.03
2020-06-30 $12M 222k 54.79
2020-03-31 $1.9M 35k 52.70
2019-12-31 $1.0M 20k 51.82
2019-09-30 $446k 8.5k 52.64

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

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
Cetera Investment Advisers
Coppell Advisory Solutions Corp.
Pine Valley Investments Ltd Liability
LVZ Advisors
Citadel Advisors
Bank of America Corporation
Allen Capital Group

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