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D First Tr Exchange-traded shares owned by Clear Point Advisors

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $141k 7.8k 18.10
2024-06-30 $133k 7.7k 17.36
2024-03-31 $134k 7.8k 17.32
2023-12-31 $128k 7.6k 16.86

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
Park National Corp
HighTower Advisors
Kestra Advisory Services
Rockefeller Capital Management
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott
Prospera Financial Services

View all funds holding D First Tr Exchange-traded