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Northern Lts Fd Tr Ii shares owned by Plus Group Wealth Advisors

Quarter-by-quarter ownership of Northern Lts Fd Tr Ii (ESN) shares owned by Plus Group Wealth Advisors from 13F filings

Historical chart of Plus Group Wealth Advisors investment in Northern Lts Fd Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Ii held by Plus Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Ii by Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 107k 19.88

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First Tr Exchange-traded SHS (FVD)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)
First Tr Exchange-traded Ssi Strg Etf (FCVT)

View all positions for Plus Group Wealth Advisors

Top funds holding Northern Lts Fd Tr Ii

Sanctuary Advisors
Legacy Financial Group
Raymond James Financial
UBS Group
Harbour Investments
Atria Investments
Vinva Investment Management
KKM Financial
LPL Financial
CWM
Rockefeller Capital Management
Royal Bank of Canada
Bank of New York Mellon
Breakthru Advisory Services
Plus Group Wealth Advisors

View all funds holding Northern Lts Fd Tr Ii