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First Tr Exchange-traded shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive 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 Comprehensive 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 44k 25.85
2025-06-30 $1.1M 43k 24.71
2025-03-31 $981k 41k 23.72
2024-12-31 $987k 41k 24.24

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View all positions for Comprehensive Financial Planning

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded