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First Tr Exchng Traded Fd Vi shares owned by Defined Financial Planning

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 12k 31.51
2025-06-30 $274k 8.9k 30.87

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Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding First Tr Exchng Traded Fd Vi

Encompass More Asset Management
Commonwealth Equity Services
Ashton Thomas Securities
Cetera Investment Advisers
Donald L. Hagan
Ashton Thomas Private Wealth
Americana Partners
Kestra Advisory Services
Cambridge Investment Research Advisors
Brass Tax Wealth Management
AE Wealth Management
Defined Financial Planning
Atria Investments
LVZ Advisors
Citadel Advisors

View all funds holding First Tr Exchng Traded Fd Vi