Patriot Financial Group Insurance Agency »

D First Tr Exchange-traded shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 62k 17.80
2025-03-31 $1.1M 64k 17.59
2024-12-31 $1.1M 62k 17.70
2024-09-30 $1.1M 63k 18.10
2024-06-30 $1.1M 65k 17.36
2024-03-31 $1.1M 65k 17.32
2023-12-31 $1.2M 69k 16.86
2023-09-30 $1.2M 73k 15.97
2023-06-30 $1.2M 77k 15.97
2023-03-31 $1.3M 78k 15.96
2022-12-31 $1.7M 99k 16.80
2022-09-30 $2.5M 150k 16.70
2022-06-30 $2.6M 149k 17.23
2022-03-31 $2.4M 127k 19.02
2021-12-31 $2.5M 121k 20.32
2021-09-30 $2.3M 114k 20.54
2021-06-30 $2.3M 110k 20.60
2021-03-31 $2.1M 106k 20.15
2020-12-31 $2.1M 102k 20.19
2020-09-30 $1.9M 100k 19.17
2020-06-30 $1.6M 89k 18.41
2020-03-31 $1.3M 77k 16.40
2019-12-31 $1.4M 70k 20.07
2019-09-30 $1.1M 58k 19.73
2019-06-30 $986k 51k 19.45
2019-03-31 $804k 42k 19.06
2018-12-31 $776k 43k 17.95
2018-09-30 $852k 45k 19.10
2018-03-31 $678k 35k 19.49
2017-12-31 $620k 31k 19.98
2017-09-30 $445k 22k 20.05
2017-06-30 $441k 22k 20.05
2017-03-31 $257k 13k 19.60
2016-12-31 $193k 10k 19.16

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Alphabet Cap Stk Cl C (GOOG)
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JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Oracle Corporation (ORCL)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding D First Tr Exchange-traded

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
Integrity Wealth Advisors
Advisor Group Holdings
Envestnet Asset Management

View all funds holding D First Tr Exchange-traded