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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2026-03-31 | $806k | 13k | 60.44 |
| 2025-12-31 | $788k | 13k | 62.92 |
| 2025-09-30 | $785k | 13k | 61.92 |
| 2025-06-30 | $699k | 12k | 59.26 |
| 2025-03-31 | $537k | 12k | 45.00 |
| 2024-12-31 | $724k | 12k | 59.06 |
| 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 |
Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf
View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf