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D First Tr Exchange-traded shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management 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 Marion Wealth Management 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 Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 312k 18.10
2024-06-30 $5.1M 295k 17.36
2024-03-31 $5.0M 286k 17.32
2023-12-31 $4.7M 279k 16.86

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion Wealth Management

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