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First Tr Exchng Traded Fd Vi vest us buffer shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi vest us buffer (FAUG) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchng Traded Fd Vi vest us buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi vest us buffer 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 vest us buffer by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 15k 51.91
2025-06-30 $706k 14k 49.03
2025-03-31 $864k 19k 45.49

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Top funds holding First Tr Exchng Traded Fd Vi vest us buffer

Envestnet Asset Management
Stenger Family Office
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Assetmark
Wealthcare Advisory Partners
Commonwealth Equity Services
Steward Partners Investment Advisory
Atria Investments
MBL Wealth
REAP Financial Group
Legacy Capital Wealth Partners
LPL Financial

View all funds holding First Tr Exchng Traded Fd Vi vest us buffer