Wintrust Investments LLC / FVD
Wintrust Investments LLC’s First Tr Exchange-Traded Fd Position
Does Wintrust Investments LLC own First Tr Exchange-Traded Fd (FVD)? Yes — 34.7K shares worth $2M (+1.33% of its 13F portfolio) as of Q4 2024, up from 29.0K shares the prior filed quarter.
Position Value
$2M
Q4 2024
Shares
34.7K
% of Portfolio
+1.33%
Quarters Held
23
currently held
Position History FVD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 34.7K | $2M | +1.33% |
| Q3 2024 | 29.0K | $1M | +0.98% |
| Q2 2024 | 297.2K | $12M | +0.99% |
| Q1 2024 | 302.3K | $13M | +1.13% |
| Q4 2023 | 274.8K | $11M | +1.08% |
| Q3 2023 | 278.4K | $10M | +1.09% |
| Q2 2023 | 268.6K | $11M | +1.08% |
| Q1 2023 | 249.1K | $10M | +1.28% |
| Q4 2022 | 241.8K | $10M | +1.26% |
| Q3 2022 | 220.8K | $8M | +0.99% |
| Q2 2022 | 211.5K | $8M | +0.98% |
| Q1 2022 | 193.9K | $8M | +0.79% |
| Q4 2021 | 167.5K | $7M | +0.68% |
| Q3 2021 | 162.3K | $6M | +0.86% |
| Q2 2021 | 167.6K | $7M | +0.68% |
| Q1 2021 | 248.4K | $9M | +0.98% |
| Q3 2020 | 232.5K | $7M | +1.01% |
| Q2 2020 | 233.9K | $7M | +0.99% |
| Q1 2020 | 245.1K | $7M | +1.11% |
| Q4 2019 | 237.5K | $9M | +1.20% |
| Q3 2019 | 190.4K | $7M | +0.99% |
| Q2 2019 | 185.6K | $6M | +0.95% |
| Q1 2019 | 179.6K | $6M | +0.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of FVD.