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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 70k 43.60
2023-12-31 $299k 6.7k 44.60
2023-09-30 $252k 6.0k 42.05
2023-06-30 $227k 5.1k 44.17
2023-03-31 $203k 4.5k 45.06

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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