N.E.W. Advisory Services »

D First Tr Exchange-traded shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services 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 N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D First Tr Exchange-traded by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $176k 10k 16.86
2023-09-30 $224k 14k 15.97

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Procter & Gamble Company (PG)

View all positions for N.E.W. Advisory Services

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Raymond James & Associates
Park National Corp
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Advisor Group Holdings
Janney Montgomery Scott
Wright Fund Managment
Rockefeller Capital Management

View all funds holding D First Tr Exchange-traded