D First Tr Exchange-traded shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in D First Tr Exchange-traded by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 1.8M | 18.24 |
| 2025-06-30 | $29M | 1.6M | 17.80 |
| 2025-03-31 | $28M | 1.6M | 17.59 |
| 2024-12-31 | $27M | 1.5M | 17.70 |
| 2021-12-31 | $3.1M | 151k | 20.32 |
| 2021-09-30 | $1.3M | 64k | 20.55 |
| 2021-06-30 | $1.3M | 63k | 20.60 |
| 2021-03-31 | $1.3M | 66k | 20.14 |
| 2020-12-31 | $1.3M | 66k | 20.18 |