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D First Tr Exchange-traded shares owned by Private Client Services

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

Historical chart of Private Client 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 176k 18.10
2024-06-30 $2.9M 170k 17.36
2024-03-31 $2.9M 169k 17.32
2023-12-31 $1.9M 115k 16.86

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)

View all positions for Private Client Services

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
Park National Corp
HighTower Advisors
Kestra Advisory Services
Rockefeller Capital Management
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott
Prospera Financial Services

View all funds holding D First Tr Exchange-traded