First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Pensionmark Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 28k | 58.27 |
2024-06-30 | $873k | 15k | 57.27 |
2023-12-31 | $751k | 15k | 51.55 |
2023-09-30 | $552k | 13k | 44.30 |
2023-06-30 | $586k | 13k | 46.91 |
2023-03-31 | $600k | 13k | 45.08 |
2022-12-31 | $620k | 13k | 46.55 |
2022-09-30 | $546k | 13k | 41.02 |
2022-06-30 | $618k | 14k | 44.65 |
2022-03-31 | $710k | 15k | 47.65 |
2021-12-31 | $715k | 15k | 47.99 |
2021-09-30 | $682k | 15k | 45.77 |
2021-06-30 | $707k | 15k | 47.40 |
2021-03-31 | $666k | 15k | 44.65 |
2020-12-31 | $670k | 15k | 44.92 |
2020-09-30 | $510k | 15k | 34.15 |
2020-06-30 | $518k | 15k | 34.69 |
2020-03-31 | $372k | 15k | 25.72 |
2019-12-31 | $460k | 15k | 31.59 |
2019-09-30 | $414k | 14k | 29.62 |
2019-06-30 | $427k | 14k | 30.01 |
2019-03-31 | $465k | 16k | 30.04 |
2018-12-31 | $477k | 16k | 29.21 |
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