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

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

Historical chart of Essential 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 Essential 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.8M 98k 59.87

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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