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D First Tr Exchange-traded shares owned by Seros Financial

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

Historical chart of Seros Financial investment in D First Tr Exchange-traded

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 237M7.2M7.4M400k410k420k430k
Value ($)Share countHistorical FPE position of Seros Financial Source: stockzoa.comValue ($)Share count

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All positions including D First Tr Exchange-traded held by Seros Financial 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.5M 429k 17.59
2024-12-31 $7.0M 401k 17.36

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Val Etf (IVE)
Global X Fds Adaptive Us (AUSF)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Seros Financial

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Bank of America Corporation
HighTower Advisors
Park National Corp
Kestra Advisory Services
Ameriprise Financial
Stonebridge Advisors
Envestnet Asset Management
Stifel Financial
SRS Capital Advisors

View all funds holding D First Tr Exchange-traded