First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by ValMark Advisers
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 75k | 51.55 |
| 2023-09-30 | $3.2M | 73k | 44.30 |
| 2023-06-30 | $3.3M | 69k | 46.91 |
| 2023-03-31 | $3.1M | 69k | 45.08 |
| 2022-12-31 | $3.3M | 71k | 46.55 |
| 2020-12-31 | $652k | 16k | 40.50 |
| 2020-09-30 | $560k | 16k | 34.09 |
| 2020-06-30 | $1.4M | 44k | 32.17 |
| 2020-03-31 | $763k | 30k | 25.73 |
| 2019-12-31 | $830k | 26k | 31.57 |
| 2019-09-30 | $706k | 24k | 29.57 |
| 2019-06-30 | $592k | 20k | 30.41 |
| 2019-03-31 | $466k | 16k | 30.06 |
| 2018-12-31 | $347k | 14k | 25.25 |
| 2018-09-30 | $291k | 9.4k | 30.85 |
| 2018-06-30 | $230k | 7.8k | 29.41 |
| 2018-03-31 | $237k | 8.3k | 28.68 |
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