Northeast Planning Associates, Inc. / Nh / »

First Tr Exchng Traded Fd Vi shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Northeast Planning Associates, Inc. / Nh / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 96k 33.42
2025-06-30 $2.2M 68k 31.80
2025-03-31 $2.0M 67k 29.69

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)
Victory Portfolios Ii Core Intermediat (UITB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Intermediate Dur (FIIG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Victory Portfolios Ii Victoryshs Emerg (UEVM)
First Tr Exchange-traded Growth Strength (FTGS)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Northeast Planning Associates, Inc. / Nh /

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
CWM
Raymond James Financial
Royal Bank of Canada
Wealth Enhancement Advisory Services
Mml Investors Services
Kestra Advisory Services
Private Advisor
Cambridge Investment Research Advisors
Harbour Investments
Goss Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi