D First Tr Exchange-traded shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in D First Tr Exchange-traded
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Quarterly reported holdings in D First Tr Exchange-traded by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $541k | 30k | 18.24 |
| 2025-06-30 | $553k | 31k | 17.80 |
| 2025-03-31 | $611k | 35k | 17.59 |
| 2024-12-31 | $1.1M | 61k | 17.70 |
| 2024-09-30 | $1.3M | 71k | 18.10 |
| 2024-06-30 | $1.2M | 70k | 17.36 |
| 2024-03-31 | $1.8M | 106k | 17.32 |
| 2023-12-31 | $1.8M | 109k | 16.86 |
| 2023-09-30 | $2.3M | 145k | 15.97 |
| 2023-06-30 | $2.8M | 176k | 15.97 |
| 2023-03-31 | $3.6M | 228k | 15.96 |
| 2022-12-31 | $5.4M | 323k | 16.80 |
| 2022-09-30 | $5.7M | 343k | 16.70 |
| 2022-06-30 | $6.1M | 352k | 17.23 |
| 2022-03-31 | $8.7M | 456k | 19.02 |
| 2021-12-31 | $9.5M | 470k | 20.32 |
| 2021-09-30 | $9.5M | 462k | 20.54 |
| 2021-06-30 | $9.1M | 443k | 20.60 |
| 2021-03-31 | $8.4M | 418k | 20.15 |
| 2020-12-31 | $8.0M | 395k | 20.19 |
| 2020-09-30 | $7.0M | 364k | 19.17 |
| 2020-06-30 | $7.9M | 429k | 18.42 |
| 2020-03-31 | $7.6M | 464k | 16.40 |
| 2019-12-31 | $9.0M | 450k | 20.07 |