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D First Tr Exchange-traded shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 110k 17.36
2024-03-31 $330k 19k 17.32

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding D First Tr Exchange-traded

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

View all funds holding D First Tr Exchange-traded