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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 378 61.34
2025-12-31 $24k 378 64.01
2025-09-30 $23k 378 60.86
2025-06-30 $23k 378 60.39

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Sar Wealth Management Group
Stifel Financial
Baird Financial
D.A. Davidson & Co.
Rockefeller Capital Management

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