SEC 13F Intelligence

Bridge Advisory, LLC / FVD

Bridge Advisory, LLC’s First Tr Exchange-Traded Fd Position

Does Bridge Advisory, LLC own First Tr Exchange-Traded Fd (FVD)? Yes — 48.8K shares worth $2M (+1.06% of its 13F portfolio) as of Q3 2024, down from 48.9K shares the prior filed quarter.

Position Value
$2M
Q3 2024
Shares
48.8K
% of Portfolio
+1.06%
Quarters Held
6
currently held

Position History FVD

Reported value by quarter
Q4 ’20: $674,000Q4 ’20Q3 ’23: $3MQ3 ’23Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202448.8K$2M+1.06%
Q2 202448.9K$2M+0.98%
Q1 202453.1K$2M+1.11%
Q4 202360.8K$2M+1.24%
Q3 202372.5K$3M+0.95%
Q4 202019.2K$674,000+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bridge Advisory, LLC’s full portfolio or all institutional holders of FVD.