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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $940k 16k 57.27
2024-03-31 $927k 16k 57.23
2023-12-31 $849k 17k 51.55

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
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Vanguard Large-cap Etf Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

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

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

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