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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Oxford Financial

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

Historical chart of Oxford Financial 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 Oxford Financial 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 Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 20k 61.92
2025-06-30 $1.2M 20k 59.26
2025-03-31 $1.1M 20k 54.86
2024-12-31 $1.2M 20k 59.06
2024-09-30 $1.2M 20k 58.27

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View all positions for Oxford Financial

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

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

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