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First Tr Exch Trd Alpha Fd I shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I (FJP) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in First Tr Exch Trd Alpha Fd I

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All positions including First Tr Exch Trd Alpha Fd I held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alpha Fd I by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 49k 50.39
2023-09-30 $2.4M 49k 49.74

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding First Tr Exch Trd Alpha Fd I

Congress Wealth Management LLC / DE /
Good Life Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Benjamin F. Edwards & Company
Holistic Financial Partners
Citadel Advisors
Coppell Advisory Solutions
Transamerica Financial Advisors
Guild Investment Management
Assetmark
IFP Advisors
Bank of New York Mellon
Raymond James Financial Services Advisors
AE Wealth Management

View all funds holding First Tr Exch Trd Alpha Fd I