D First Tr Exchange-traded shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in D First Tr Exchange-traded by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $385k | 23k | 16.84 |
2023-09-30 | $398k | 25k | 15.96 |
2023-06-30 | $458k | 29k | 15.97 |
2023-03-31 | $498k | 31k | 15.95 |
2022-12-31 | $536k | 32k | 16.80 |
2022-09-30 | $557k | 33k | 16.69 |
2022-06-30 | $292k | 13k | 22.16 |