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
2025-09-30 $229k 3.7k 61.92
2025-06-30 $219k 3.7k 59.26
2025-03-31 $203k 3.7k 54.86
2024-12-31 $399k 6.8k 59.06
2024-09-30 $216k 3.7k 58.27