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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 5.6k 58.27
2024-06-30 $239k 4.2k 57.27
2024-03-31 $229k 4.0k 57.23
2023-12-31 $206k 4.0k 51.55

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

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