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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios Wealth Advisors 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 Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 55k 51.55
2023-09-30 $2.8M 64k 44.30
2023-06-30 $3.1M 67k 46.91
2023-03-31 $3.0M 67k 45.08
2022-12-31 $3.1M 67k 46.55
2022-09-30 $2.3M 56k 41.04
2022-06-30 $2.3M 56k 41.42
2022-03-31 $2.7M 57k 47.65
2021-12-31 $2.8M 56k 49.16
2021-09-30 $2.5M 56k 45.78
2021-06-30 $2.7M 58k 47.37
2021-03-31 $2.4M 54k 44.64
2020-12-31 $2.1M 51k 40.46
2020-09-30 $2.0M 54k 36.24
2020-06-30 $1.7M 52k 32.75
2020-03-31 $1.4M 54k 25.71
2019-12-31 $1.9M 55k 33.72

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Angel Oak Income Etf Etf (CARY)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
R3 Global Dividend Growth Etf Etf (GDVD)
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)
Invesco S&p 500 Pure Growth Etf Etf (RPG)
Johnson & Johnson Stock (JNJ)

View all positions for Arkadios Wealth Advisors

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
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.
Baird Financial

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