Center for Financial Planning »

First Tr Exchng Traded Fd Vi shares owned by Center for Financial Planning

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

Historical chart of Center for 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 Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 9.0k 32.18
2025-06-30 $846k 27k 30.99
2025-03-31 $491k 17k 28.29

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 Exchng Traded Fd Vi

Cetera Investment Advisers
Commonwealth Equity Services
Raymond James Financial
Prosperity Financial Group
LPL Financial
Sequent Planning
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Synergy Financial Management
Branch Banking & Trust Company
Advisor Group Holdings
ODonnell Financial Services
Envestnet Asset Management
Sloy Dahl & Holst
Rockefeller Capital Management

View all funds holding First Tr Exchng Traded Fd Vi