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

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 509k 57.23
2023-12-31 $27M 514k 51.55

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

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

Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Raymond James & Associates
Advisor Group Holdings
Royal Bank of Canada
Prospera Financial Services
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Sar Wealth Management Group
Madrona Financial Services
D.A. Davidson & Co.

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