Davies Financial Advisors, Inc. First Tr ETF Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
A detailed history of Davies Financial Advisors, Inc. transactions in First Tr ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 20,578 shares of QJUN stock, worth $641,827. This represents 0.52% of its overall portfolio holdings.
Number of Shares
20,578
Previous 20,578
-0.0%
Holding current value
$641,827
Previous $608 Million
5.21%
% of portfolio
0.52%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding QJUN
# of Institutions
118Shares Held
9.52MCall Options Held
0Put Options Held
0-
Ferguson Shapiro LLC3.05MShares$95.2 Million47.71% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS426KShares$13.3 Million0.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ405KShares$12.6 Million0.02% of portfolio
-
Truist Financial Corp395KShares$12.3 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC374KShares$11.7 Million0.02% of portfolio