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D First Tr Exchange-traded shares owned by Center for Wealth Management Advisory

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Center for Wealth Management Advisory from 13F filings

Historical chart of Center for Wealth Management 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 Center for Wealth Management 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 Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 24k 18.22

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding D First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Ameriprise Financial
HighTower Advisors
Cetera Investment Advisers
Stonebridge Advisors
Kestra Advisory Services
Stifel Financial
Rockefeller Capital Management
Advisory Alpha
Advisor Group Holdings
SRS Capital Advisors
Envestnet Asset Management

View all funds holding D First Tr Exchange-traded