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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 (DMAY) 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
2024-09-30 $233k 5.8k 39.97

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Top funds holding First Tr Exchng Traded Fd Vi

Ogorek Anthony Joseph
Raymond James Financial Services Advisors
Cetera Investment Advisers
Kestra Advisory Services
Raymond James & Associates
Precedent Wealth Partners
Tanglewood Legacy Advisors
Commonwealth Equity Services
Kingsview Wealth Management
CWM
Per Stirling Capital Management
Advisor Group Holdings
Spire Wealth Management
Harbour Investments
Envestnet Asset Management

View all funds holding First Tr Exchng Traded Fd Vi