B. Riley Wealth Advisors, Inc.
Position in FV — First Trust Dorsey Wright Focus 5 ETF
CIK 1464811
MEMPHIS, TN
All Filings in FV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FV | $513,665 | 8,668 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 FV | $727,443 | 13,260 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 FV | $632,709 | 10,713 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 FV | $614,515 | 10,546 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 FV | $724,357 | 12,649 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 FV | $704,787 | 12,315 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 FV | $614,115 | 11,913 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 FV | $545,554 | 12,315 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 FV | $589,611 | 12,569 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 FV | $460,762 | 10,221 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 FV | $475,508 | 10,215 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 FV | $960,183 | 23,394 | Shares | Other | 2022-11-22 | |
| 2022-06-30 FV | $252,206 | 6,089 | Shares | Other | 2022-08-12 | |
| 2022-03-31 FV | $301,052 | 6,318 | Shares | Other | 2022-05-02 | |
| 2021-12-31 FV | $293,299 | 5,965 | Shares | Other | 2022-01-28 | |
| 2021-09-30 FV | $274,542 | 5,997 | Shares | Other | 2021-11-16 | |
| 2021-06-30 FV | $289,302 | 6,106 | Shares | Other | 2021-08-10 | |
| 2021-03-31 FV | $320,872 | 7,188 | Shares | Other | 2021-05-13 | |
| 2020-12-31 FV | $1,054,243 | 26,050 | Shares | Other | 2021-02-04 | |
| 2020-09-30 FV | $930,213 | 27,263 | Shares | Other | 2020-11-09 | |
| 2020-06-30 FV | $840,923 | 26,140 | Shares | Other | 2020-07-31 | |
| 2020-03-31 FV | $699,903 | 27,223 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||