Pinnacle Wealth Management Advisory »

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

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $890k 15k 60.44

More positions owned by Pinnacle Wealth Management Advisory

Vanguard Index Fds Vanguard To Etf (VTI)
Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Ishares Core S&P 500 ETF Etf (IVV)
State Street SPDR S&P 500 ETF Etf (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Developed Markets Ind Etf (VEA)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Equity Premium ETF Etf (JEPI)
Ishares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Sar Wealth Management Group
Stifel Financial
Baird Financial
D.A. Davidson & Co.
Rockefeller Capital Management

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