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D First Tr Exchange-traded shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $379k 21k 18.10
2024-06-30 $329k 19k 17.36
2024-03-31 $311k 18k 17.32
2023-12-31 $243k 14k 16.86

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding D First Tr Exchange-traded

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

View all funds holding D First Tr Exchange-traded