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D First Tr Exchange-traded shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 163k 18.10
2024-03-31 $2.6M 152k 17.32
2023-12-31 $2.9M 170k 16.86
2022-12-31 $1.9M 115k 16.80
2022-09-30 $2.1M 127k 16.70

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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
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Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding D First Tr Exchange-traded

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

View all funds holding D First Tr Exchange-traded