Strategic Planning Group »

First Tr Exchange-traded shares owned by Strategic Planning Group

Quarter-by-quarter ownership of First Tr Exchange-traded (SCIO) shares owned by Strategic Planning Group from 13F filings

Historical chart of Strategic Planning Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Strategic Planning Group 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 Exchange-traded by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 734k 20.76

More positions owned by Strategic Planning Group

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Ishares Tr High Yld Systm B (HYDB)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Meta Platforms Cl A (META)
Netflix (NFLX)
Comfort Systems USA (FIX)
First Tr Exchange-traded Structured Cr In (SCIO)
Palo Alto Networks (PANW)

View all positions for Strategic Planning Group

Top funds holding First Tr Exchange-traded

Strategic Planning Group
Foundations Investment Advisors
Delta Investment Management
Philip James Wealth Mangement
Snowden Capital Advisors
Flow Traders US
Atria Investments
Winebrenner Capital Management
First Trust Advisors
Change Path
BridgePort Financial Solutions
Commonwealth Equity Services
Citadel Advisors
Steward Partners Investment Advisory
RFG Advisory

View all funds holding First Tr Exchange-traded