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D First Tr Exchange-traded shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $551k 31k 17.75
2025-12-31 $592k 33k 18.22
2025-09-30 $634k 35k 18.24
2025-06-30 $587k 33k 17.80
2025-03-31 $633k 36k 17.59
2024-12-31 $633k 36k 17.59

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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Bank of America Corporation
Ameriprise Financial
Gallagher Fiduciary Advisors
HighTower Advisors
Cetera Investment Advisers
Envestnet Asset Management
Kestra Advisory Services
Stifel Financial
Advisory Alpha

View all funds holding D First Tr Exchange-traded