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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 15k 75.87
2026-03-31 $883k 15k 60.44
2025-12-31 $919k 15k 62.92
2025-09-30 $938k 15k 61.92
2025-06-30 $922k 16k 59.26
2025-03-31 $853k 16k 54.86
2024-12-31 $919k 16k 59.06

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View all positions for BFC Planning

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

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Bank of America Corporation
Royal Bank of Canada
Prospera Financial Services
Advisor Group Holdings
Concurrent Investment Advisors
Proactive Wealth Strategies
Goss Wealth Management
Wiley Bros.-aintree Capital
Janney Montgomery Scott
Sar Wealth Management Group

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