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First Tr Exchange Traded Fd senior ln shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln 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 Exchange Traded Fd senior ln by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 9.0k 45.84
2025-06-30 $454k 9.9k 45.89
2025-03-31 $440k 9.6k 45.65

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Top funds holding First Tr Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
First Trust Advisors
One Capital Management
UBS Group
Flaharty Asset Management
Welch & Forbes
Kovitz Investment Group Partners
Envestnet Asset Management
Advisor Group Holdings
Virtue Capital Management
Hikari Tsushin

View all funds holding First Tr Exchange Traded Fd senior ln