First Tr Exchange-traded Fd dorsy wr momnt shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of First Tr Exchange-traded Fd dorsy wr momnt (DVOL) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in First Tr Exchange-traded Fd dorsy wr momnt
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All positions including First Tr Exchange-traded Fd dorsy wr momnt held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Tr Exchange-traded Fd dorsy wr momnt by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $364k | 13k | 27.33 |
| 2023-09-30 | $651k | 26k | 24.96 |
| 2023-06-30 | $715k | 27k | 26.40 |
| 2023-03-31 | $703k | 28k | 25.55 |
| 2022-12-31 | $800k | 30k | 26.28 |
| 2022-09-30 | $808k | 34k | 23.95 |
| 2022-06-30 | $892k | 36k | 25.13 |
| 2022-03-31 | $1.1M | 39k | 28.65 |
| 2021-12-31 | $1.3M | 42k | 31.78 |
| 2021-09-30 | $1.2M | 44k | 27.54 |
| 2021-06-30 | $1.4M | 53k | 27.19 |
| 2021-03-31 | $1.4M | 56k | 24.72 |
| 2020-12-31 | $1.6M | 63k | 24.55 |
| 2020-09-30 | $1.7M | 74k | 22.50 |
| 2020-06-30 | $1.6M | 76k | 20.43 |
| 2020-03-31 | $1.5M | 82k | 17.94 |
| 2019-12-31 | $2.0M | 89k | 22.26 |
| 2019-09-30 | $2.1M | 92k | 22.81 |
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