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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Milestones Private Investment Advisors

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

Historical chart of Milestones Private Investment 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 Milestones Private Investment 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 Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $364k 5.8k 62.92
2025-09-30 $359k 5.8k 61.92

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Utilities Alph (FXU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Quality (GARP)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Apple (AAPL)
First Tr Exchange Traded Consumr Staple (FXG)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ene (XLE)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange-traded SHS (FDL)
Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

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
Royal Bank of Canada
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial
Sar Wealth Management Group

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