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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors 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 Gratus Wealth Advisors 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 Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $349k 4.6k 75.88

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard World Inf Tech Etf (VGT)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Gratus Wealth Advisors

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
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Proactive Wealth Strategies
Prospera Financial Services
Concurrent Investment Advisors
Goss Wealth Management
Wiley Bros.-aintree Capital
Janney Montgomery Scott

View all funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf