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D First Tr Exchange-traded shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 288k 17.32
2023-12-31 $4.7M 282k 16.86

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Raymond James & Associates
Park National Corp
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Advisor Group Holdings
Janney Montgomery Scott
Wright Fund Managment
Rockefeller Capital Management

View all funds holding D First Tr Exchange-traded