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First Tr Exchng Traded Fd Vi shares owned by Defined Financial Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (OCTM) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning 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 Defined Financial Planning 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 Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 12k 32.23
2025-06-30 $264k 8.4k 31.50

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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding First Tr Exchng Traded Fd Vi

Apollon Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
LVZ Advisors
Citadel Advisors
Janney Montgomery Scott
Capasso Planning Partners
Buck Wealth Strategies
Susquehanna International
Commonwealth Equity Services
BostonPremier Wealth
Old Mission Capital
Defined Financial Planning
Atria Investments
Cetera Investment Advisers

View all funds holding First Tr Exchng Traded Fd Vi