D First Tr Exchange-traded shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in D First Tr Exchange-traded by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 15k | 18.24 |
| 2025-06-30 | $263k | 15k | 17.80 |
| 2025-03-31 | $259k | 15k | 17.59 |
| 2024-12-31 | $260k | 15k | 17.70 |
| 2024-09-30 | $266k | 15k | 18.10 |
| 2024-06-30 | $254k | 15k | 17.36 |
| 2024-03-31 | $253k | 15k | 17.32 |
| 2023-12-31 | $246k | 15k | 16.86 |
| 2023-09-30 | $270k | 17k | 15.97 |
| 2023-06-30 | $270k | 17k | 15.97 |
| 2023-03-31 | $269k | 17k | 15.96 |
| 2022-12-31 | $278k | 17k | 16.80 |
| 2022-09-30 | $277k | 17k | 16.68 |
| 2022-06-30 | $286k | 17k | 17.25 |
| 2022-03-31 | $315k | 17k | 19.03 |
| 2021-12-31 | $336k | 17k | 20.32 |
| 2021-09-30 | $339k | 17k | 20.53 |
| 2021-06-30 | $340k | 17k | 20.61 |
| 2021-03-31 | $351k | 17k | 20.17 |
| 2020-12-31 | $351k | 17k | 20.21 |
| 2020-09-30 | $332k | 17k | 19.15 |
| 2020-06-30 | $347k | 19k | 18.43 |
| 2020-03-31 | $311k | 19k | 16.39 |
| 2019-12-31 | $447k | 22k | 20.08 |
| 2019-09-30 | $541k | 27k | 19.74 |
| 2019-06-30 | $502k | 26k | 19.40 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group