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First Tr Exchng Traded Fd Vi shares owned by XY Planning Network

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (GJUL) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $347k 8.4k 41.33
2025-09-30 $325k 8.4k 38.69
2025-06-30 $325k 8.4k 38.69

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Spdr Series Trust State Street Spd (SPMD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding First Tr Exchng Traded Fd Vi

Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
New Wave Wealth Advisors
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Kestra Advisory Services
Branch Banking & Trust Company
Dagco
Americana Partners
Integrated Wealth Concepts
Mml Investors Services
Schulz Wealth
Sunbelt Securities

View all funds holding First Tr Exchng Traded Fd Vi