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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network 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 Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-06-30 $243k 4.2k 57.27

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Microsoft Corporation (MSFT)
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Apple (AAPL)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
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Pacer Fds Tr Pac Asset Fltg (FLRT)

View all positions for Independent Wealth Network

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Prospera Financial Services
Concurrent Investment Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Madrona Financial Services

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