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D First Tr Exchange-traded shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in D First Tr Exchange-traded

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20252M3M4M5M100k150k200k250k
Value ($)Share countHistorical FPE position of ValMark Advisers Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.6M 262k 17.59
2024-12-31 $4.6M 261k 17.70
2024-09-30 $4.8M 267k 18.10
2024-06-30 $4.5M 262k 17.36
2024-03-31 $4.5M 262k 17.32
2023-12-31 $4.0M 237k 16.86
2023-09-30 $3.6M 223k 15.97
2023-06-30 $3.4M 213k 15.97
2023-03-31 $3.3M 207k 15.96
2022-12-31 $3.5M 207k 16.80
2022-09-30 $3.4M 207k 16.70
2022-06-30 $3.5M 202k 17.23
2022-03-31 $3.5M 185k 19.02
2021-12-31 $3.6M 176k 20.32
2021-09-30 $2.6M 129k 20.54
2021-06-30 $2.5M 123k 20.60
2021-03-31 $2.5M 122k 20.15
2020-12-31 $2.5M 123k 20.19
2020-09-30 $1.8M 93k 19.17
2020-06-30 $1.2M 66k 18.42