First Heartland Consultants »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 43k 61.92
2025-06-30 $2.6M 43k 59.26
2025-03-31 $3.3M 60k 54.86
2024-12-31 $3.4M 57k 59.06
2024-09-30 $3.2M 54k 58.28
2024-06-30 $3.2M 55k 57.27
2024-03-31 $3.2M 55k 57.23
2023-12-31 $2.9M 55k 51.56
2023-09-30 $2.5M 55k 44.30
2023-06-30 $2.6M 56k 46.91
2023-03-31 $2.6M 57k 45.08
2022-12-31 $2.7M 57k 46.55
2022-09-30 $2.3M 57k 41.04
2022-06-30 $2.4M 57k 41.40
2022-03-31 $2.7M 57k 47.64
2021-12-31 $4.9M 99k 49.17
2021-09-30 $4.7M 102k 45.78
2021-06-30 $5.0M 106k 47.38
2021-03-31 $4.8M 107k 44.64
2020-12-31 $4.3M 107k 40.47
2020-09-30 $3.7M 108k 34.12
2020-06-30 $3.5M 109k 32.17
2020-03-31 $2.9M 111k 25.71
2019-12-31 $3.5M 112k 31.56
2019-09-30 $3.3M 112k 29.59
2019-06-30 $3.4M 113k 30.41
2019-03-31 $3.6M 121k 30.07
2018-12-31 $3.5M 137k 25.25
2018-09-30 $4.2M 137k 30.90
2018-06-30 $1.8M 63k 29.47
2018-03-31 $3.3M 114k 28.71
2017-12-31 $3.3M 119k 27.57
2017-09-30 $3.4M 128k 26.17
2017-06-30 $3.2M 131k 24.83
2017-03-31 $2.6M 107k 24.04
2016-12-31 $3.1M 134k 23.14
2016-09-30 $5.0M 217k 22.90
2016-06-30 $5.0M 225k 22.36
2016-03-31 $4.9M 228k 21.61
2015-12-31 $6.5M 277k 23.49
2015-09-30 $5.9M 268k 21.93
2015-06-30 $4.1M 166k 24.45
2015-03-31 $3.9M 161k 24.01
2014-12-31 $885k 40k 22.04
2014-09-30 $269k 13k 20.36
2014-06-30 $248k 13k 19.82

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

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