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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
2025-09-30 $2.1M 116k 18.24
2025-06-30 $1.5M 82k 17.80
2025-03-31 $1.1M 61k 17.59
2024-12-31 $1.0M 58k 17.70
2024-09-30 $1.0M 58k 18.10
2024-06-30 $961k 55k 17.45
2024-03-31 $883k 51k 17.32