ORBA Wealth Advisors »

D First Tr Exchange-traded shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by ORBA Wealth Advisors 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 D First Tr Exchange-traded by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 402k 17.32
2023-12-31 $6.5M 387k 16.86

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth Advisors

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Raymond James & Associates
Park National Corp
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Advisor Group Holdings
Wright Fund Managment
Janney Montgomery Scott
Rockefeller Capital Management

View all funds holding D First Tr Exchange-traded