Ten Capital Wealth Advisors, LLC / FVD
Ten Capital Wealth Advisors, LLC’s First Tr Exchange-Traded Fd Position
Does Ten Capital Wealth Advisors, LLC own First Tr Exchange-Traded Fd (FVD)? Yes — 480.9K shares worth $19M (+5.59% of its 13F portfolio) as of Q2 2023, down from 494.6K shares the prior filed quarter.
Position Value
$19M
Q2 2023
Shares
480.9K
% of Portfolio
+5.59%
Quarters Held
12
currently held
Position History FVD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 480.9K | $19M | +5.59% |
| Q1 2023 | 494.6K | $20M | +6.46% |
| Q4 2022 | 870.1K | $35M | +13.93% |
| Q3 2022 | 813.6K | $29M | +13.25% |
| Q2 2022 | 809.8K | $31M | +13.68% |
| Q1 2022 | 675.6K | $29M | +11.93% |
| Q4 2021 | 677.7K | $29M | +11.90% |
| Q3 2021 | 628.0K | $25M | +11.51% |
| Q2 2021 | 594.1K | $24M | +5.35% |
| Q1 2021 | 592.2K | $22M | +5.49% |
| Q4 2020 | 580.9K | $20M | +5.68% |
| Q3 2020 | 570.0K | $18M | +6.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ten Capital Wealth Advisors, LLC’s full portfolio or all institutional holders of FVD.