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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Wsfs Capital Management

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

Historical chart of Wsfs Capital Management 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 Wsfs Capital Management 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 Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 4.0k 61.92
2025-06-30 $236k 4.0k 59.26

More positions owned by Wsfs Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Oracle Corporation (ORCL)
Cisco Systems (CSCO)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Wsfs Capital Management

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Royal Bank of Canada
Goss Wealth Management
Advisor Group Holdings
Prospera Financial Services
Concurrent Investment Advisors
Cambridge Investment Research Advisors
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial

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