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D First Tr Exchange-traded shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment Group 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 323k 18.24
2025-06-30 $5.8M 327k 17.80
2025-03-31 $6.1M 347k 17.59
2024-12-31 $5.6M 319k 17.70
2024-09-30 $5.7M 316k 18.10

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

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