D First Tr Exchange-traded shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial 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 Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in D First Tr Exchange-traded by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $475k | 27k | 17.36 |
| 2024-03-31 | $470k | 27k | 17.32 |
| 2023-12-31 | $468k | 28k | 16.86 |
| 2023-09-30 | $312k | 20k | 15.96 |
| 2023-06-30 | $250k | 16k | 15.97 |
| 2023-03-31 | $240k | 15k | 15.96 |
| 2022-06-30 | $20M | 1.1M | 17.77 |
| 2022-03-31 | $29M | 1.5M | 19.02 |
| 2021-12-31 | $29M | 1.4M | 20.28 |
| 2021-09-30 | $28M | 1.4M | 20.54 |
| 2021-06-30 | $27M | 1.3M | 20.60 |
| 2021-03-31 | $27M | 1.3M | 20.19 |
| 2020-12-31 | $25M | 1.3M | 19.17 |
| 2020-09-30 | $25M | 1.3M | 19.21 |
| 2020-06-30 | $25M | 1.3M | 18.60 |
| 2020-03-31 | $21M | 1.3M | 16.59 |
| 2019-12-31 | $19M | 926k | 20.21 |
| 2019-09-30 | $18M | 906k | 19.81 |
| 2019-06-30 | $17M | 893k | 19.39 |
| 2019-03-31 | $16M | 845k | 19.12 |
| 2018-12-31 | $14M | 799k | 17.95 |
| 2018-09-30 | $15M | 818k | 18.83 |
| 2018-06-30 | $12M | 595k | 19.46 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors