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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 35k 43.60
2023-12-31 $2.9M 66k 44.61
2023-09-30 $6.5M 154k 42.06
2023-06-30 $7.7M 174k 44.17
2023-03-31 $7.9M 175k 45.05
2022-12-31 $6.9M 156k 43.93
2022-09-30 $6.6M 153k 43.54
2022-06-30 $7.0M 152k 46.36
2022-03-31 $6.8M 138k 49.58
2021-12-31 $388k 7.3k 53.27
2021-09-30 $6.2M 115k 53.50
2021-06-30 $6.4M 120k 53.67
2021-03-31 $6.0M 114k 52.83
2020-12-31 $8.3M 151k 54.73
2020-09-30 $10M 189k 55.03
2020-06-30 $10M 183k 54.79
2020-03-31 $4.3M 82k 52.71
2019-12-31 $3.6M 70k 51.82

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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