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First Tr Exchng Traded Fd Vi shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (FSEP) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 212k 44.94

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View all positions for WealthPlan Investment Management

Top funds holding First Tr Exchng Traded Fd Vi

Advisor Group Holdings
Envestnet Asset Management
CWM
Commonwealth Equity Services
WealthPlan Investment Management
Commonwealth Financial Services
Change Path
Kestra Advisory Services
Raymond James Financial Services Advisors
McCarthy & Cox
Schulz Wealth
Zimmermann Investment Management & Planning
Feltz Wealth PLAN
Keystone Wealth Services
LPL Financial

View all funds holding First Tr Exchng Traded Fd Vi