First Tr Exchange Traded Fd dorsey wrt 5 etf shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in First Tr Exchange Traded Fd dorsey wrt 5 etf
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All positions including First Tr Exchange Traded Fd dorsey wrt 5 etf held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Tr Exchange Traded Fd dorsey wrt 5 etf by Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $646k | 13k | 51.55 |
2023-09-30 | $566k | 13k | 44.30 |
2023-06-30 | $520k | 11k | 46.91 |
2023-03-31 | $603k | 13k | 45.08 |
2022-12-31 | $348k | 7.5k | 46.55 |
2022-09-30 | $409k | 10k | 41.02 |
2022-06-30 | $553k | 13k | 41.34 |
2022-03-31 | $869k | 18k | 47.63 |
2021-12-31 | $791k | 16k | 49.15 |
2021-09-30 | $813k | 18k | 45.76 |
2021-06-30 | $846k | 18k | 47.39 |
2021-03-31 | $745k | 17k | 44.63 |
2020-12-31 | $559k | 14k | 40.51 |
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