Sigma Planning »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.2M 138k 59.06
2024-09-30 $7.2M 124k 58.27
2024-06-30 $7.0M 123k 57.27
2024-03-31 $7.2M 125k 57.23
2023-12-31 $3.8M 73k 51.55
2023-09-30 $5.2M 116k 44.30
2023-06-30 $4.9M 104k 46.91
2023-03-31 $5.3M 117k 45.08
2022-12-31 $1.1M 24k 46.55
2022-09-30 $965k 24k 41.06
2022-06-30 $1.0M 25k 41.40
2022-03-31 $1.3M 26k 47.66
2021-12-31 $1.3M 27k 49.17
2021-09-30 $1.3M 27k 45.78
2021-06-30 $1.3M 28k 47.39
2021-03-31 $1.3M 29k 44.63
2020-12-31 $1.1M 27k 40.48
2020-09-30 $1.0M 30k 34.13
2020-06-30 $1.0M 31k 32.18
2020-03-31 $845k 33k 25.70
2019-12-31 $1.3M 42k 31.57
2019-09-30 $1.6M 53k 29.58
2019-06-30 $1.6M 53k 30.42
2019-03-31 $1.4M 45k 30.06
2018-12-31 $1.6M 64k 25.25
2018-09-30 $6.0M 194k 30.90
2018-06-30 $4.6M 155k 29.46
2018-03-31 $4.7M 165k 28.71
2017-12-31 $5.0M 180k 27.57
2017-09-30 $2.6M 101k 26.17
2017-06-30 $2.5M 102k 24.83
2017-03-31 $2.3M 97k 24.04
2016-12-31 $2.6M 111k 23.14
2016-09-30 $2.4M 107k 22.90
2016-06-30 $1.7M 78k 22.36
2016-03-31 $1.9M 90k 21.61
2015-12-31 $6.1M 258k 23.49
2015-09-30 $5.4M 246k 21.93
2015-06-30 $4.0M 162k 24.45
2015-03-31 $3.1M 130k 24.01
2014-12-31 $2.8M 124k 22.21

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

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
Bank of America Corporation
Raymond James & Associates
UBS Group
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors

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