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First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth 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 Zrc Wealth 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $16k 298 54.86
2024-12-31 $18k 298 59.06

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Schwab Strategic Tr Us Reit Etf (SCHH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Zrc Wealth Management

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
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
Sar Wealth Management Group

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