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First Tr Exchange-traded shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 6.6k 32.31

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
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Graney & King
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Summit Trail Advisors
CWM
SCS Capital Management
Eastern Bank
SRS Capital Advisors
HBW Advisory Services
Marshall Investment Management

View all funds holding First Tr Exchange-traded