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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group 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 Custom Portfolio Group 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $67k 1.2k 57.27
2024-03-31 $67k 1.2k 57.23

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Prospera Financial Services
Concurrent Investment Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Madrona Financial Services

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