Defined Financial Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025
Number of Shares
29,595
Previous 21,798 35.77%
Holding current value
$957 Million
Previous $689 Million 38.76%
% of portfolio
0.79%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
7,797 Added 35.77%
29,595 $957 Million
Q2 2025

Jul 22, 2025
BUY
N/A
21,798 New
21,798 $689 Million
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