First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 18k | 58.27 |
2024-06-30 | $927k | 16k | 57.25 |
2024-03-31 | $930k | 16k | 57.26 |
2023-12-31 | $719k | 14k | 51.57 |
2023-09-30 | $619k | 14k | 44.26 |
2023-06-30 | $646k | 14k | 46.92 |
2023-03-31 | $508k | 11k | 45.05 |
2022-09-30 | $305k | 7.4k | 41.11 |
2022-06-30 | $295k | 11k | 27.02 |
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