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

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

Historical chart of Creative 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 Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 67k 61.92
2025-06-30 $3.9M 66k 59.26
2025-03-31 $4.4M 81k 54.86
2024-12-31 $3.9M 66k 59.06
2024-09-30 $3.6M 61k 58.27
2024-06-30 $3.6M 64k 57.27
2024-03-31 $3.6M 64k 57.23
2023-12-31 $3.3M 65k 51.55
2023-09-30 $3.0M 68k 44.30
2023-06-30 $3.2M 68k 46.91
2023-03-31 $3.3M 74k 45.08
2022-12-31 $2.7M 58k 46.55
2022-09-30 $2.2M 54k 41.05
2022-06-30 $2.3M 55k 41.42
2022-03-31 $2.5M 53k 47.66
2021-12-31 $2.6M 52k 49.17
2021-09-30 $2.1M 47k 45.78
2021-06-30 $3.4M 73k 47.38
2021-03-31 $504k 11k 44.65
2020-12-31 $464k 12k 40.49
2020-09-30 $530k 16k 34.13
2020-06-30 $428k 13k 32.14
2020-03-31 $380k 15k 25.68
2019-12-31 $462k 15k 31.58
2019-09-30 $442k 15k 29.62
2019-06-30 $465k 15k 30.43
2019-03-31 $458k 15k 30.04
2018-12-31 $382k 15k 25.23
2018-09-30 $468k 15k 30.91
2018-06-30 $400k 14k 29.44
2018-03-31 $331k 12k 28.75
2017-12-31 $374k 14k 27.56
2017-09-30 $364k 14k 26.14
2017-06-30 $263k 11k 24.83
2017-03-31 $215k 9.0k 24.00
2016-12-31 $805k 35k 23.14
2016-09-30 $614k 27k 22.88
2015-09-30 $43k 2.0k 21.97
2015-03-31 $102k 4.2k 24.11

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

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
UBS Group
Royal Bank of Canada
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial

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