Golden State Wealth Management »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth 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 Golden State Wealth 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 39k 61.92
2025-06-30 $2.4M 41k 59.26
2025-03-31 $4.8M 87k 54.86
2024-12-31 $2.6M 44k 59.06
2022-03-31 $2.5M 55k 44.64
2021-12-31 $2.5M 51k 49.18
2021-09-30 $2.4M 53k 45.78
2021-06-30 $2.6M 54k 47.39
2021-03-31 $2.5M 55k 44.64
2020-12-31 $2.4M 60k 40.48
2020-09-30 $2.2M 64k 34.12
2020-03-31 $1.7M 67k 25.71
2019-09-30 $1.4M 47k 29.58
2019-06-30 $1.4M 45k 30.40
2019-03-31 $1.3M 44k 30.07

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth 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