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D First Tr Exchange-traded shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $838k 47k 17.75

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Bank of America Corporation
Ameriprise Financial
Gallagher Fiduciary Advisors
HighTower Advisors
Cetera Investment Advisers
Envestnet Asset Management
Kestra Advisory Services
Stifel Financial
Advisory Alpha

View all funds holding D First Tr Exchange-traded