Everest Financial Group »

D First Tr Exchange-traded shares owned by Everest Financial Group

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

Historical chart of Everest Financial Group 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 Everest Financial Group 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 Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $304k 17k 17.75

More positions owned by Everest Financial Group

Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Servicenow (NOW)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Everest Financial Group

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