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First Tr Exchange-traded shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of First Tr Exchange-traded (MISL) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff 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 Mark Sheptoff 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.3k 116 45.77

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Apple (AAPL)
Palantir Technologies (PLTR)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)
Abbvie (ABBV)
Pepsi (PEP)
Veeva Sys Inc cl a (VEEV)
Vertex Pharmaceuticals Incorporated (VRTX)
Tesla Motors (TSLA)
Invesco S&p 500 Equal Weight Etf (RSP)
Berkshire Hathaway Com Cl B (BRK.B)
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR)

View all positions for Mark Sheptoff Financial Planning

Top funds holding First Tr Exchange-traded

Harel Insurance Investments & Financial Services
LPL Financial
Raymond James Financial
Wells Fargo & Company
Morgan Stanley
WCG Wealth Advisors
Mml Investors Services
Kestra Advisory Services
Mutual Advisors
CFG Asset Management
Advisor Group Holdings
D.A. Davidson & Co.
Stifel Financial
Proactive Wealth Strategies
Envestnet Asset Management

View all funds holding First Tr Exchange-traded