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First Tr Exchange Traded Fd Vi dorsey wright shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd Vi dorsey wright (FVC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Exchange Traded Fd Vi dorsey wright

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd Vi dorsey wright held by Geneos 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 Vi dorsey wright by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $647k 18k 35.26
2024-03-31 $638k 19k 34.51
2023-12-31 $632k 19k 32.78
2023-09-30 $665k 21k 31.35
2023-06-30 $748k 22k 33.61
2023-03-31 $745k 23k 32.98
2022-12-31 $767k 22k 35.02
2022-09-30 $771k 23k 33.39
2022-06-30 $3.1M 91k 34.06
2022-03-31 $1.3M 37k 36.65
2021-12-31 $1.4M 38k 37.82
2021-09-30 $1.4M 38k 35.47
2021-06-30 $1.4M 39k 36.38
2021-03-31 $1.4M 40k 35.36
2020-12-31 $1.3M 40k 33.99
2020-09-30 $1.6M 60k 25.70
2020-06-30 $1.5M 63k 23.89
2020-03-31 $1.4M 64k 22.39
2019-12-31 $2.0M 71k 27.67
2019-09-30 $1.9M 73k 26.36
2019-06-30 $1.9M 71k 26.85
2019-03-31 $1.9M 71k 26.72
2018-12-31 $1.5M 66k 23.19
2018-09-30 $3.0M 104k 28.81
2018-06-30 $2.8M 103k 27.40
2018-03-31 $2.6M 97k 26.72
2017-12-31 $2.4M 94k 25.67
2017-09-30 $2.4M 97k 24.34
2017-06-30 $2.4M 102k 23.12
2017-03-31 $2.1M 93k 22.42
2016-12-31 $1.5M 71k 21.57
2016-09-30 $1.6M 73k 21.33
2016-06-30 $1.5M 72k 20.93
2016-03-31 $216k 11k 20.21

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding First Tr Exchange Traded Fd Vi dorsey wright

Morgan Stanley
Prospera Financial Services
LPL Financial
Wells Fargo & Company
Bank of America Corporation
TD Waterhouse Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
Royal Bank of Canada
Mariner Wealth Advisors
Jane Street
Atria Investments
Janney Montgomery Scott
Resources Investment Advisors

View all funds holding First Tr Exchange Traded Fd Vi dorsey wright