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

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

Historical chart of Orgel 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 Orgel Wealth Management 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 2.9k 75.88

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Orgel Wealth Management

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
Commonwealth Equity Services
Raymond James Financial
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Prospera Financial Services
Proactive Wealth Strategies
Concurrent Investment Advisors
Goss Wealth Management
Cambridge Investment Research Advisors
Sar Wealth Management Group

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