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D First Tr Exchange-traded shares owned by Planning Solutions Group

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

Historical chart of Planning Solutions Group 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 Planning Solutions Group 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 Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $3.2M 167k 19.39
2019-03-31 $3.2M 169k 19.06
2018-12-31 $2.3M 127k 17.95

More positions owned by Planning Solutions Group

iShares S&P 500 Index (IVV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
UBS Group
LPL Financial
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
Park National Corp
Kestra Advisory Services
Advisor Group Holdings
Stifel Financial
Janney Montgomery Scott
Envestnet Asset Management
Northwestern Mutual Wealth Management Company

View all funds holding D First Tr Exchange-traded