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First Tr Exchng Traded Fd Vi cboe eqt dep nov shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi cboe eqt dep nov (DNOV) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchng Traded Fd Vi cboe eqt dep nov

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi cboe eqt dep nov 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 cboe eqt dep nov by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 14k 46.82
2025-06-30 $649k 15k 44.69
2025-03-31 $609k 15k 41.92
2024-12-31 $619k 14k 42.87

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Top funds holding First Tr Exchng Traded Fd Vi cboe eqt dep nov

Oppenheimer & Co
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Ogorek Anthony Joseph
IFP Advisors
REAP Financial Group
Brass Tax Wealth Management
Kestra Advisory Services
Advisor Group Holdings
LPL Financial
CWM
Cetera Investment Advisers
Harbour Investments
Envestnet Asset Management
Mariner Wealth Advisors
Tanglewood Legacy Advisors

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