First Tr Exchange Traded Fd first tr mngstr shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr mngstr (FMF) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in First Tr Exchange Traded Fd first tr mngstr
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All positions including First Tr Exchange Traded Fd first tr mngstr held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 25k | 47.50 |
2024-06-30 | $1.2M | 25k | 48.66 |
2024-03-31 | $1.7M | 33k | 50.58 |
2023-12-31 | $1.4M | 31k | 46.11 |
2023-09-30 | $1.4M | 29k | 48.98 |
2023-06-30 | $2.2M | 47k | 47.81 |
2023-03-31 | $2.6M | 55k | 47.01 |
2022-12-31 | $1.6M | 34k | 47.60 |
2022-09-30 | $643k | 13k | 51.50 |
2022-06-30 | $659k | 13k | 51.54 |
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