First Tr Exchange-traded shares owned by Retirement Planning Group
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Tr Exchange-traded by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 109k | 25.85 |
| 2025-06-30 | $1.3M | 54k | 24.71 |
| 2025-03-31 | $1.0M | 44k | 23.72 |
| 2024-12-31 | $588k | 24k | 24.24 |
| 2024-09-30 | $370k | 15k | 24.64 |
| 2024-06-30 | $339k | 15k | 23.38 |
| 2024-03-31 | $277k | 11k | 24.48 |
| 2023-12-31 | $246k | 11k | 23.08 |
| 2023-09-30 | $230k | 11k | 21.07 |
| 2023-06-30 | $249k | 11k | 21.97 |
| 2023-03-31 | $201k | 9.4k | 21.47 |
| 2022-12-31 | $201k | 9.4k | 21.29 |