Financial Advocates Investment Management »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 19k 59.26
2025-03-31 $1.2M 22k 54.86
2024-12-31 $1.3M 21k 59.06
2024-09-30 $1.3M 22k 58.27
2024-06-30 $1.5M 25k 57.27
2024-03-31 $1.4M 24k 58.08
2023-12-31 $1.3M 24k 51.62
2023-09-30 $807k 18k 44.48
2023-06-30 $879k 19k 46.91
2023-03-31 $967k 22k 45.08
2022-12-31 $919k 20k 46.55
2022-09-30 $921k 23k 39.38
2022-06-30 $583k 14k 41.47
2022-03-31 $614k 13k 47.65
2021-12-31 $678k 15k 45.05
2021-09-30 $613k 14k 44.51
2021-06-30 $637k 13k 47.39
2021-03-31 $680k 15k 44.47
2020-12-31 $634k 16k 40.75
2020-09-30 $550k 16k 34.10
2020-06-30 $966k 30k 32.17
2020-03-31 $775k 30k 25.71
2019-12-31 $1.9M 61k 31.56
2019-09-30 $1.7M 58k 29.59
2019-06-30 $1.9M 62k 30.40
2019-03-31 $1.8M 59k 30.07
2018-12-31 $749k 59k 12.66
2018-09-30 $1.5M 48k 30.90
2018-06-30 $1.4M 48k 29.79
2018-03-31 $1.4M 49k 28.72
2017-12-31 $1.3M 49k 27.58

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment 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
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