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D First Tr Exchange-traded shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth 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 Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 15k 18.24

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View all positions for Sax Wealth Advisors

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Ameriprise Financial
SRS Capital Advisors
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Advisory Alpha
Park National Corp
Integrity Wealth Advisors

View all funds holding D First Tr Exchange-traded