D First Tr Exchange-traded shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in D First Tr Exchange-traded
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All positions including D First Tr Exchange-traded held by Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 619k | 18.10 |
| 2024-06-30 | $514k | 30k | 17.36 |
| 2024-03-31 | $309k | 18k | 17.32 |
| 2023-12-31 | $259k | 15k | 16.86 |