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

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

Historical chart of HCR 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 HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $515k 8.8k 58.27
2024-06-30 $506k 8.8k 57.27
2024-03-31 $506k 8.8k 57.23
2023-12-31 $456k 8.8k 51.55
2023-09-30 $392k 8.8k 44.30
2023-06-30 $415k 8.8k 46.91
2023-03-31 $399k 8.8k 45.08
2022-12-31 $412k 8.8k 46.55
2022-09-30 $363k 8.8k 41.06
2022-06-30 $366k 8.8k 41.40
2022-03-31 $488k 10k 47.66
2021-12-31 $528k 11k 49.16
2021-09-30 $529k 12k 45.74
2021-06-30 $557k 12k 47.34
2021-03-31 $525k 12k 44.62
2020-12-31 $910k 23k 40.48
2020-09-30 $778k 23k 34.12
2020-06-30 $725k 23k 32.25
2020-03-31 $593k 23k 25.69
2019-12-31 $863k 27k 31.57
2019-09-30 $540k 18k 29.56
2019-06-30 $853k 28k 30.42
2019-03-31 $843k 28k 30.06
2018-12-31 $674k 27k 25.24
2018-09-30 $794k 29k 27.67
2018-06-30 $826k 28k 29.47
2018-03-31 $806k 28k 28.70
2017-12-31 $774k 28k 27.56
2017-09-30 $751k 29k 26.18
2017-06-30 $722k 29k 24.82
2017-03-31 $735k 31k 24.05
2016-12-31 $760k 33k 23.14

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR 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 & Associates
Bank of America Corporation
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Madrona Financial Services
Janney Montgomery Scott
Cetera Investment Advisers

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