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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 167k 61.92
2025-06-30 $9.9M 167k 59.26
2025-03-31 $9.1M 166k 54.86
2024-12-31 $9.4M 159k 59.06
2024-09-30 $8.8M 151k 58.27
2024-06-30 $8.5M 149k 57.27
2024-03-31 $8.5M 148k 57.23
2023-09-30 $6.7M 150k 44.30
2023-06-30 $7.1M 152k 46.91
2023-03-31 $6.8M 150k 45.08
2022-12-31 $6.6M 142k 46.55
2022-09-30 $5.6M 137k 41.04
2022-06-30 $5.3M 128k 41.42
2022-03-31 $5.8M 122k 47.65
2021-12-31 $6.0M 121k 49.17
2021-09-30 $5.4M 118k 45.78
2021-06-30 $5.5M 116k 47.38
2020-12-31 $4.7M 115k 40.47
2020-06-30 $3.4M 106k 32.17
2019-12-31 $3.2M 102k 31.56
2019-09-30 $2.9M 98k 29.59
2019-06-30 $3.0M 97k 30.41
2019-03-31 $2.8M 94k 30.07
2018-12-31 $2.4M 93k 25.25
2018-09-30 $2.8M 91k 30.90
2018-06-30 $2.4M 80k 29.46
2018-03-31 $2.7M 95k 28.71
2017-12-31 $2.6M 95k 27.57
2017-09-30 $2.1M 80k 26.17
2017-06-30 $2.0M 80k 24.82
2017-03-31 $2.1M 88k 24.03
2016-12-31 $2.1M 91k 23.14
2016-09-30 $2.0M 88k 22.90
2016-06-30 $1.9M 85k 22.36
2016-03-31 $1.5M 70k 21.61
2015-12-31 $1.5M 63k 23.47
2015-09-30 $1.4M 63k 21.92
2015-06-30 $1.0M 42k 24.45
2015-03-31 $392k 16k 23.99
2014-12-31 $119k 5.4k 22.04
2014-09-30 $69k 3.4k 20.29
2014-06-30 $67k 3.4k 19.83

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Regal Investment Advisors

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