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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Tulsa Wealth Advisors

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

Historical chart of Tulsa Wealth 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 Tulsa Wealth 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 Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 34k 60.44

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth Advisors

Top funds holding First Tr Exchange Traded Fd dorsey wrt 5 etf

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Advisor Group Holdings
Royal Bank of Canada
Prospera Financial Services
Proactive Wealth Strategies
Concurrent Investment Advisors
Goss Wealth Management
Cambridge Investment Research Advisors
Sar Wealth Management Group

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