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
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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 |
|---|---|---|---|
| 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 |
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