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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by XML Financial

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

Historical chart of XML Financial 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 XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $703k 9.6k 73.40

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus Mid Cap Etf (IWR)
PIMCO Corporate Opportunity Fund (PTY)
Pimco Etf Tr Inflation Plus (PCPI)
Spdr Series Trust St Str Conv Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for XML Financial

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

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
UBS Group
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Proactive Wealth Strategies
Concurrent Investment Advisors
Prospera Financial Services
Goss Wealth Management
Wiley Bros.-aintree Capital
Janney Montgomery Scott
Sar Wealth Management Group

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