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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 3.9k 58.28
2024-06-30 $224k 3.9k 57.27
2024-03-31 $224k 3.9k 57.23
2023-12-31 $202k 3.9k 51.55

More positions owned by Schneider Downs Wealth Management Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Schneider Downs Wealth Management 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 & Associates
Bank of America Corporation
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Madrona Financial Services
Janney Montgomery Scott
Cetera Investment Advisers

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