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First Tr Exchange-traded shares owned by Center for Financial Planning

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 164k 19.21
2025-06-30 $2.9M 152k 19.12
2025-03-31 $2.6M 135k 18.94
2024-12-31 $2.5M 135k 18.87

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Ameriprise Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Raymond James Financial
Branch Banking & Trust Company
Cetera Investment Advisers
Stifel Financial
Stephens
Assetmark

View all funds holding First Tr Exchange-traded