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First Tr Exchng Traded Fd Vi shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 56k 33.43

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Top funds holding First Tr Exchng Traded Fd Vi

Steward Partners Investment Advisory
Raymond James Financial Services Advisors
Raymond James & Associates
Americana Partners
Envestnet Asset Management
Kestra Advisory Services
Holistic Planning
AE Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Captrust Financial Advisors
Commonwealth Equity Services
Susquehanna International
City Holding
EPG Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi