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First Trust Cnsmer Disry Alpha Fnd shares owned by Retirement Planning Group

Quarter-by-quarter ownership of First Trust Cnsmer Disry Alpha Fnd (FXD) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in First Trust Cnsmer Disry Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $692k 10k 68.22
2025-06-30 $649k 10k 63.44
2025-03-31 $224k 3.9k 57.90

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Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding First Trust Cnsmer Disry Alpha Fnd

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
LPL Financial
Stifel Financial
Janney Montgomery Scott
IronBridge Private Wealth
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Advisor Group Holdings
Ameriprise Financial

View all funds holding First Trust Cnsmer Disry Alpha Fnd