First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Sargent Investment Group
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $499k | 9.7k | 51.55 |
| 2023-09-30 | $442k | 10k | 44.30 |
| 2023-06-30 | $515k | 11k | 46.91 |
| 2023-03-31 | $519k | 12k | 45.15 |
| 2022-12-31 | $536k | 12k | 46.55 |
| 2022-09-30 | $531k | 12k | 44.48 |
| 2022-06-30 | $494k | 12k | 41.38 |
| 2022-03-31 | $616k | 13k | 47.61 |
| 2021-12-31 | $636k | 13k | 49.14 |
| 2021-09-30 | $826k | 18k | 45.78 |
| 2021-06-30 | $926k | 20k | 47.38 |
| 2021-03-31 | $939k | 21k | 44.62 |
| 2020-12-31 | $852k | 21k | 40.49 |
| 2020-09-30 | $835k | 25k | 34.13 |
| 2020-06-30 | $811k | 25k | 32.23 |
| 2020-03-31 | $731k | 28k | 25.72 |
| 2019-12-31 | $866k | 27k | 31.57 |
| 2019-09-30 | $963k | 33k | 29.59 |
| 2019-06-30 | $1.0M | 34k | 30.42 |
| 2019-03-31 | $1.2M | 41k | 30.06 |
| 2018-12-31 | $1.1M | 43k | 25.26 |
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