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D First Tr Exchange-traded shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 1.3M 18.24
2025-06-30 $21M 1.2M 17.80
2025-03-31 $20M 1.1M 17.59
2024-12-31 $19M 1.1M 17.70

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Ameriprise Financial
SRS Capital Advisors
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Advisory Alpha
Park National Corp
Integrity Wealth Advisors

View all funds holding D First Tr Exchange-traded