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D First Tr Exchange-traded shares owned by Private Client Services

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services 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 Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Private Client Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 115k 16.86

More positions owned by Private Client Services

Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Private Client Services

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