Partners Wealth Management »

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

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

Historical chart of Partners 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 Partners Wealth Management 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 11k 18.24
2025-06-30 $199k 11k 17.60
2025-03-31 $199k 11k 17.59

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Ameriprise Financial
SRS Capital Advisors
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Advisory Alpha
Park National Corp
Integrity Wealth Advisors

View all funds holding D First Tr Exchange-traded