Balboa Wealth Partners »

D First Tr Exchange-traded shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 14k 18.24
2025-06-30 $213k 12k 17.80

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Ameriprise Financial
SRS Capital Advisors
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Advisory Alpha
Park National Corp
Integrity Wealth Advisors

View all funds holding D First Tr Exchange-traded