Private Wealth Asset Management »

D First Tr Exchange-traded shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset 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 Private Wealth Asset 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 82k 18.22
2025-09-30 $95k 5.2k 18.24
2025-06-30 $13k 752 17.80

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Ameriprise Financial
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Rockefeller Capital Management
Advisory Alpha
Advisor Group Holdings
SRS Capital Advisors
Integrity Wealth Advisors

View all funds holding D First Tr Exchange-traded