H D Vest Advisory Services »

First Tr Exchng Traded Fd Vi shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (DJUL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 34k 38.68
2023-12-31 $1.6M 45k 36.50
2023-09-30 $1.3M 39k 33.97

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding First Tr Exchng Traded Fd Vi

Ogorek Anthony Joseph
Bouchey Financial
Advisor Group Holdings
Ignite Planners
AE Wealth Management
Commonwealth Equity Services
Smart Money Group
Raymond James & Associates
First Heartland Consultants
Commonwealth Financial Services
Raymond James Financial Services Advisors
Scissortail Wealth Management
Cambridge Investment Research Advisors
Kestra Advisory Services
Spire Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi