Sound View Wealth Advisors Group »

First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors 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 Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 3.7k 58.27

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 27 Etf (IBDS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sound View Wealth Advisors Group

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