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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in First Tr Exchng Traded Fd Vi tcw opportunis

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis 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 Exchng Traded Fd Vi tcw opportunis by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $902k 21k 43.87

More positions owned by Holos Integrated Wealth

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

View all positions for Holos Integrated Wealth

Top funds holding First Tr Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
SRS Capital Advisors
Royal Bank of Canada
Branch Banking & Trust Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
Commonwealth Financial Services

View all funds holding First Tr Exchng Traded Fd Vi tcw opportunis