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First Tr Exchng Traded Fd Vi shares owned by ValMark Advisers

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (YSEP) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $805k 37k 21.60
2023-12-31 $780k 38k 20.74

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding First Tr Exchng Traded Fd Vi

LM Advisors
Commonwealth Equity Services
Brookstone Capital Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Vima
Cetera Investment Advisers
Envestnet Asset Management
Susquehanna International
ValMark Advisers
Raymond James & Associates
CI Private Wealth
Silver Oak Securities
Proequities

View all funds holding First Tr Exchng Traded Fd Vi