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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $687k 12k 57.23
2023-12-31 $550k 11k 50.83
2023-09-30 $464k 11k 43.67
2023-06-30 $837k 18k 46.91
2023-03-31 $754k 17k 43.95
2022-12-31 $287k 6.2k 46.55
2022-09-30 $140k 3.0k 47.33
2022-06-30 $68k 1.6k 41.44
2022-03-31 $71k 1.5k 46.31
2021-09-30 $54k 1.2k 45.42
2021-06-30 $56k 1.2k 47.10
2021-03-31 $53k 1.2k 44.58
2020-12-31 $48k 1.2k 40.37
2020-09-30 $18k 521 34.55
2020-06-30 $17k 521 32.63
2020-03-31 $13k 521 24.95
2019-12-31 $16k 521 30.71
2019-09-30 $15k 521 28.79
2019-06-30 $33k 1.1k 29.97
2019-03-31 $41k 1.4k 29.71
2018-12-31 $35k 1.4k 25.36
2018-09-30 $43k 1.4k 31.16
2018-06-30 $41k 1.4k 29.71
2018-03-31 $40k 1.4k 28.99
2017-12-31 $30k 1.1k 27.65
2017-09-30 $28k 1.1k 25.81
2017-06-30 $64k 2.6k 24.89
2017-03-31 $62k 2.6k 24.12
2016-12-31 $101k 4.4k 23.04

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

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