Concurrent Investment Advisors »

D First Tr Exchange-traded shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 441k 18.10
2024-06-30 $7.4M 425k 17.36
2024-03-31 $4.5M 262k 17.32
2023-12-31 $3.2M 188k 16.86

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment 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