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First Tr Exchng Traded Fd Vi shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (DDEC) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 6.0k 43.77
2025-06-30 $256k 6.1k 41.76
2025-03-31 $240k 6.1k 39.14

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding First Tr Exchng Traded Fd Vi

Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Envestnet Asset Management
Hartford Financial Management
REAP Financial Group
Beacon Financial
Cetera Investment Advisers
Mml Investors Services
CWM
LPL Financial
Global Retirement Partners
Harbour Investments
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc

View all funds holding First Tr Exchng Traded Fd Vi