MinichMacGregor Wealth Management »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by MinichMacGregor Wealth Management

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

Historical chart of MinichMacGregor Wealth Management 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 MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by MinichMacGregor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 253k 57.27
2023-12-31 $13M 256k 51.55
2023-09-30 $11M 246k 44.30
2023-06-30 $667k 14k 46.91
2023-03-31 $667k 15k 45.08
2022-12-31 $709k 15k 46.55
2022-09-30 $668k 16k 41.02
2022-06-30 $674k 16k 41.39
2022-03-31 $775k 16k 47.60
2021-12-31 $800k 16k 49.13
2021-09-30 $746k 16k 45.76
2021-06-30 $773k 16k 47.34
2021-03-31 $846k 19k 44.63
2020-12-31 $725k 18k 40.44
2020-09-30 $612k 18k 34.11
2020-06-30 $577k 18k 32.16
2019-12-31 $554k 18k 31.56
2019-09-30 $498k 17k 29.55
2019-06-30 $515k 17k 30.55
2019-03-31 $513k 17k 30.44
2018-09-30 $210k 6.9k 30.64
2018-06-30 $344k 12k 29.73
2018-03-31 $325k 11k 28.70
2017-12-31 $187k 6.8k 27.46
2017-09-30 $173k 6.6k 26.02
2017-06-30 $165k 6.6k 24.82
2017-03-31 $159k 6.6k 23.92
2016-12-31 $155k 84k 1.84
2016-09-30 $137k 6.0k 22.88
2016-06-30 $108k 4.9k 22.25
2016-03-31 $31k 1.5k 21.31
2015-12-31 $35k 1.5k 24.05

More positions owned by MinichMacGregor Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard World Industrial Etf (VIS)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr U.s. Insrnce Etf (IAK)
Ishares Tr Us Aer Def Etf (ITA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Expanded Tech (IGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Short Treas Bd (SHV)

View all positions for MinichMacGregor Wealth Management

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

Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Prospera Financial Services
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.

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