First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management 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 Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 11k | 61.92 |
| 2025-06-30 | $656k | 11k | 59.26 |
| 2025-03-31 | $563k | 10k | 54.86 |
| 2024-12-31 | $606k | 10k | 59.06 |
| 2024-09-30 | $598k | 10k | 58.27 |
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