Summit Investment Advisors »

D First Tr Exchange-traded shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment 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 Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D First Tr Exchange-traded by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 476k 18.10
2024-06-30 $7.1M 410k 17.36
2024-03-31 $517k 30k 17.32

More positions owned by Summit Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IVV)
Amazon (AMZN)
Vanguard Europe Pacific ETF (VEA)
Broadcom (AVGO)
Vanguard S&p 500 Etf idx (VOO)
iShares Lehman Aggregate Bond (AGG)
Spdr Ser Tr Etf (ONEV)
Facebook Inc cl a (META)
Alphabet Inc Class C cs (GOOG)
iShares S&P 500 Growth Index (IVW)
Vanguard Total Bond Market ETF (BND)
iShares S&P 500 Value Index (IVE)

View all positions for Summit Investment Advisors

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
Park National Corp
HighTower Advisors
Kestra Advisory Services
Rockefeller Capital Management
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott
Prospera Financial Services

View all funds holding D First Tr Exchange-traded