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D First Tr Exchange-traded shares owned by ROI Financial Advisors

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by ROI Financial Advisors from 13F filings

Historical chart of ROI Financial Advisors 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 ROI Financial Advisors 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $961k 55k 17.45
2024-03-31 $883k 51k 17.32

More positions owned by ROI Financial Advisors

NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Home Depot (HD)
Palo Alto Networks (PANW)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Procter & Gamble Company (PG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for ROI Financial Advisors

Top funds holding D First Tr Exchange-traded

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

View all funds holding D First Tr Exchange-traded