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First Tr Exchange-traded shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchange-traded (ACYN) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 Exchange-traded by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 96k 20.38

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

Top funds holding First Tr Exchange-traded

Kestra Advisory Services
Redhawk Wealth Advisors
Commonwealth Equity Services
Jane Street
BIP Wealth
Holistic Planning
Accel Wealth Management
Stewardship Concepts Financial Services
Great Valley Advisor Group
Clear Creek Financial Management
Maridea Wealth Management
Aptus Capital Advisors
Buska Wealth Management
Castleview Partners
Cambridge Investment Research Advisors

View all funds holding First Tr Exchange-traded