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

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 66k 58.27
2024-06-30 $3.8M 66k 57.27
2024-03-31 $3.8M 66k 57.23

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
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Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth Management

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Bank of America Corporation
Raymond James & Associates
UBS Group
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors

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