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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by AE Wealth Management

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

Historical chart of AE Wealth 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 AE Wealth 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $715k 12k 58.27
2024-06-30 $555k 12k 47.00
2024-03-31 $670k 12k 57.23
2023-12-31 $5.9M 113k 52.63
2023-09-30 $5.1M 115k 44.30
2023-06-30 $4.8M 103k 46.91
2023-03-31 $4.4M 97k 45.08
2022-12-31 $11M 245k 46.55
2022-09-30 $557k 14k 41.03
2022-06-30 $273k 6.6k 41.47
2022-03-31 $269k 5.7k 47.60
2021-12-31 $394k 8.0k 49.22
2021-09-30 $321k 7.0k 45.82
2021-06-30 $371k 7.8k 47.39
2021-03-31 $345k 7.7k 44.64
2020-12-31 $521k 13k 40.45
2020-09-30 $431k 13k 34.13
2020-06-30 $424k 13k 32.14
2020-03-31 $373k 15k 25.70
2019-12-31 $475k 15k 31.58
2019-09-30 $350k 12k 29.57
2019-06-30 $387k 13k 30.41
2018-09-30 $355k 12k 30.90
2018-06-30 $208k 7.1k 29.41
2017-12-31 $228k 8.3k 27.57