H D Vest Advisory Services »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2M 20k 59.26
2025-03-31 $1.1M 19k 54.86
2024-12-31 $1.2M 21k 59.06
2024-09-30 $510k 8.8k 58.27
2024-06-30 $507k 8.9k 57.27
2024-03-31 $499k 8.7k 57.23
2023-12-31 $451k 8.7k 51.55
2023-09-30 $539k 12k 44.30
2023-06-30 $2.1M 44k 46.91
2023-03-31 $3.0M 66k 45.08
2022-12-31 $2.8M 59k 46.55
2022-09-30 $1.5M 38k 41.05
2022-06-30 $306k 7.4k 41.41
2022-03-31 $348k 7.3k 47.50
2021-12-31 $346k 7.0k 49.12
2021-09-30 $360k 7.8k 45.90
2021-06-30 $339k 7.2k 47.38
2021-03-31 $313k 7.0k 44.78
2020-12-31 $283k 7.0k 40.49
2020-09-30 $321k 9.4k 34.08
2020-06-30 $261k 8.1k 32.15
2020-03-31 $244k 9.5k 25.74
2019-12-31 $306k 9.7k 31.60