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D First Tr Exchange-traded shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.1M 118k 17.37
2024-12-31 $1.7M 97k 17.83
2024-09-30 $1.7M 94k 17.98
2024-06-30 $1.3M 76k 17.46

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Snowflake Com Shs (SNOW)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New (UL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

Top funds holding D First Tr Exchange-traded

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
Integrity Wealth Advisors
Advisor Group Holdings
Envestnet Asset Management

View all funds holding D First Tr Exchange-traded