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D First Tr Exchange-traded shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in D First Tr Exchange-traded

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 20250.5M1M1.5M20k40k60k80k
Value ($)Share countHistorical FPE position of Matrix Trust Source: stockzoa.comValue ($)Share count

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All positions including D First Tr Exchange-traded held by Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.6M 93k 17.59
2024-12-31 $1.2M 68k 17.71
2024-09-30 $173k 9.6k 18.10

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr S&p 500 Index (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Hartford Fds Exchange Traded Hartford Quality (QUVU)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Etf (IMCB)

View all positions for Matrix Trust

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Bank of America Corporation
HighTower Advisors
Park National Corp
Kestra Advisory Services
Ameriprise Financial
Stonebridge Advisors
Envestnet Asset Management
Stifel Financial
SRS Capital Advisors

View all funds holding D First Tr Exchange-traded