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First Tr Exchange-traded shares owned by Independent Financial Group

Quarter-by-quarter ownership of First Tr Exchange-traded (DFII) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $868k 65k 13.30

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Amazon (AMZN)
Pgim Etf Tr Aaa Clo Etf (PAAA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

Top funds holding First Tr Exchange-traded

Insight Advisors, LLC/ PA
Andina Capital Management
Cambridge Investment Research Advisors
Jane Street
Independent Financial Group
Kestra Advisory Services
Capital CS Group
Maridea Wealth Management
GPS Wealth Strategies Group
Steel Peak Wealth Management
Envestnet Asset Management
Western Wealth Management
Cresset Asset Management
Larson Financial Group
Benson Wealth Management

View all funds holding First Tr Exchange-traded