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First Tr Exchange Traded Fd first tr nasdaq shares owned by Peak Planning Group

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr nasdaq (RDVY) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group investment in First Tr Exchange Traded Fd first tr nasdaq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr nasdaq held by Peak 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 Fd first tr nasdaq by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 213k 68.28

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
Raymond James Financial
Wells Fargo & Company
Ameriprise Financial
UBS Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Private Advisor
Stifel Financial
Branch Banking & Trust Company

View all funds holding First Tr Exchange Traded Fd first tr nasdaq