D First Tr Exchange-traded shares owned by PRW Wealth Management
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in D First Tr Exchange-traded
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Quarterly reported holdings in D First Tr Exchange-traded by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $386k | 25k | 15.50 |
| 2023-06-30 | $492k | 31k | 16.11 |
| 2023-03-31 | $585k | 37k | 15.99 |
| 2022-12-31 | $614k | 37k | 16.80 |
| 2022-09-30 | $310k | 19k | 16.70 |
| 2022-03-31 | $459k | 24k | 19.03 |
| 2021-06-30 | $1.3M | 64k | 20.60 |
| 2021-03-31 | $514k | 26k | 20.16 |
| 2020-12-31 | $303k | 15k | 20.20 |
| 2020-09-30 | $192k | 10k | 19.20 |
| 2020-06-30 | $184k | 10k | 18.40 |
| 2019-12-31 | $562k | 28k | 20.07 |
| 2019-09-30 | $591k | 30k | 19.70 |
| 2019-06-30 | $436k | 23k | 19.38 |
| 2019-03-31 | $324k | 17k | 19.06 |