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First Tr Exchange-traded shares owned by Plan Group Financial

Quarter-by-quarter ownership of First Tr Exchange-traded shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $465k 23k 20.54

More positions owned by Plan Group Financial

Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
JPMorgan Chase & Co. (JPM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

Top funds holding First Tr Exchange-traded

Commonwealth Equity Services
Clear Creek Financial Management
Cambridge Investment Research Advisors
Mid-American Wealth Advisory Group
Buska Wealth Management
Wedbush Morgan Securities
HBW Advisory Services
Secured Retirement Advisors
Plan Group Financial
Summit Wealth Group Llc / Co
Beaumont Financial Advisors
Integrity Alliance
MBE Wealth Management
Merit Financial Group
Kovack Advisors

View all funds holding First Tr Exchange-traded