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First Tr Exchng Traded Fd Vi us eqt deep dufr shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi us eqt deep dufr (DFEB) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchng Traded Fd Vi us eqt deep dufr

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi us eqt deep dufr 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 us eqt deep dufr by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 123k 46.54
2025-06-30 $5.7M 128k 44.64
2025-03-31 $3.2M 76k 42.15

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Top funds holding First Tr Exchng Traded Fd Vi us eqt deep dufr

Commonwealth Equity Services
Precedent Wealth Partners
Advisor Group Holdings
CWM
Cetera Investment Advisers
Envestnet Asset Management
Spectrum Asset Management
Raymond James Financial
Kestra Advisory Services
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Janney Montgomery Scott
Cambridge Investment Research Advisors
Beacon Financial
Harbour Investments
LifeWealth Investments

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