Prime Capital Investment Advisors, LLC DFII β€” FIRST TR EXCHANGE-TRADED FD FT VEST BITCOIN

Ownership history in Prime Capital Investment Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Prime Capital Investment Advisors, LLC reported FIRST TR EXCHANGE-TRADED FD FT VEST BITCOIN (DFII) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows DFII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prime Capital Investment Advisors, LLC's position in FIRST TR EXCHANGE-TRADED FD FT VEST BITCOIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prime Capital Investment Advisors, LLC held DFII β€” position size vs. price
% of Fund (quarterly)    DFII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 12,556 β€” β€” 0.00% $224K 2026-01-21 $16.41

🏒 Other funds also holding DFII

As of 2026 Q2 β€” sorted by position size

INDEPENDENT FINANCIAL GROUP, LLC 0.01% SteelPeak Wealth, LLC 3Y 0.0%

FAQ About Prime Capital Investment Advisors, LLC and DFII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prime Capital Investment Advisors, LLC reported owning DFII?

Prime Capital Investment Advisors, LLC reported DFII across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported DFII position in Prime Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for DFII was 0.00% in 2025 Q4.

What is the latest reported DFII position on this page?

The most recent filing on this page is 2025 Q4, when Prime Capital Investment Advisors, LLC reported 12,556 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this DFII ownership page compare?

The chart compares Prime Capital Investment Advisors, LLC's quarterly DFII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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