D First Tr Exchange-traded shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in D First Tr Exchange-traded
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Quarterly reported holdings in D First Tr Exchange-traded by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 998k | 18.30 |
| 2025-06-30 | $17M | 953k | 17.80 |
| 2025-03-31 | $16M | 927k | 17.59 |
| 2024-12-31 | $15M | 851k | 17.70 |
| 2024-09-30 | $16M | 882k | 18.10 |
| 2024-06-30 | $15M | 875k | 17.36 |
| 2024-03-31 | $15M | 882k | 17.32 |
| 2023-12-31 | $16M | 924k | 16.86 |
| 2023-09-30 | $12M | 760k | 15.97 |
| 2023-06-30 | $13M | 792k | 15.97 |
| 2023-03-31 | $13M | 794k | 15.96 |
| 2022-12-31 | $14M | 819k | 16.80 |
| 2022-09-30 | $14M | 855k | 16.70 |
| 2022-06-30 | $15M | 868k | 17.23 |
| 2022-03-31 | $17M | 898k | 19.02 |
| 2021-12-31 | $17M | 820k | 20.32 |
| 2021-09-30 | $17M | 833k | 20.54 |
| 2021-06-30 | $16M | 789k | 20.60 |
| 2021-03-31 | $16M | 796k | 20.15 |
| 2020-12-31 | $17M | 850k | 20.19 |
| 2020-09-30 | $16M | 832k | 19.19 |
| 2020-06-30 | $13M | 683k | 18.53 |
| 2020-03-31 | $11M | 696k | 16.40 |
| 2019-12-31 | $14M | 700k | 20.07 |
| 2019-09-30 | $1.5M | 76k | 19.91 |
| 2019-06-30 | $1.5M | 76k | 19.38 |
| 2019-03-31 | $11M | 590k | 19.06 |
| 2018-12-31 | $22M | 1.2M | 17.95 |
| 2018-09-30 | $24M | 1.3M | 19.10 |
| 2018-06-30 | $2.4M | 126k | 19.27 |
| 2018-03-31 | $26M | 1.3M | 19.46 |
| 2017-12-31 | $26M | 1.3M | 20.01 |
| 2017-09-30 | $2.4M | 119k | 20.08 |
| 2017-06-30 | $2.2M | 108k | 20.01 |
| 2016-12-31 | $21M | 1.1M | 18.99 |