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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 237k 57.27
2024-03-31 $14M 238k 57.23
2023-12-31 $9.7M 188k 51.55
2023-09-30 $8.9M 200k 44.30
2023-06-30 $9.8M 208k 46.91
2023-03-31 $10M 230k 45.08
2022-12-31 $11M 228k 46.55
2022-09-30 $9.3M 226k 41.04
2022-06-30 $9.7M 234k 41.42
2022-03-31 $11M 232k 47.65
2021-12-31 $14M 278k 49.17
2021-09-30 $8.9M 194k 45.78
2021-03-31 $6.3M 142k 44.64
2020-09-30 $3.9M 113k 34.12
2020-06-30 $3.6M 113k 32.17
2020-03-31 $2.6M 100k 25.70
2019-12-31 $3.1M 99k 31.55
2019-09-30 $2.7M 90k 29.59
2019-06-30 $2.6M 85k 30.41
2019-03-31 $2.3M 76k 30.07
2018-12-31 $1.9M 75k 25.24
2018-09-30 $2.5M 81k 30.90
2018-06-30 $2.5M 84k 29.46
2018-03-31 $2.5M 88k 28.71
2017-12-31 $1.7M 63k 27.57
2017-09-30 $1.2M 44k 26.17
2017-06-30 $286k 12k 24.75

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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