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D First Tr Exchange-traded shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $344k 20k 17.24
2024-12-31 $706k 40k 17.57

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran 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