Brass Tax Wealth Management »

First Tr Exchange Traded Fd dorsey wright shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wright (IFV) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in First Tr Exchange Traded Fd dorsey wright

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd dorsey wright held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd dorsey wright by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 10k 24.48
2025-06-30 $232k 10k 22.92

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding First Tr Exchange Traded Fd dorsey wright

Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
Raymond James Financial
LPL Financial
Cambridge Investment Research Advisors
Genesee Capital Advisors
UBS Group
Prospera Financial Services
Trueblood Wealth Management
Stifel Financial
Kiker Wealth Management
Mml Investors Services
Rockefeller Capital Management
Advisor Group Holdings

View all funds holding First Tr Exchange Traded Fd dorsey wright