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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in First Tr Exchange Traded Fd dorsey wrt 5 etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 24k 58.08
2023-12-31 $1.3M 24k 51.62
2023-09-30 $807k 18k 44.48
2023-06-30 $879k 19k 46.91
2023-03-31 $967k 22k 45.08
2022-12-31 $919k 20k 46.55
2022-09-30 $921k 23k 39.38
2022-06-30 $583k 14k 41.47
2022-03-31 $614k 13k 47.65
2021-12-31 $678k 15k 45.05
2021-09-30 $613k 14k 44.51
2021-06-30 $637k 13k 47.39
2021-03-31 $680k 15k 44.47
2020-12-31 $634k 16k 40.75
2020-09-30 $550k 16k 34.10
2020-06-30 $966k 30k 32.17
2020-03-31 $775k 30k 25.71
2019-12-31 $1.9M 61k 31.56
2019-09-30 $1.7M 58k 29.59
2019-06-30 $1.9M 62k 30.40
2019-03-31 $1.8M 59k 30.07
2018-12-31 $749k 59k 12.66
2018-09-30 $1.5M 48k 30.90
2018-06-30 $1.4M 48k 29.79
2018-03-31 $1.4M 49k 28.72
2017-12-31 $1.3M 49k 27.58

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf

Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Prospera Financial Services
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.

View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf