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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
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

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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
Cambridge Investment Research Advisors
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.

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