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First Tr Exchng Traded Fd Vi shares owned by Holistic Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $685k 19k 36.68
2025-06-30 $656k 19k 35.16
2025-03-31 $552k 17k 33.11
2024-12-31 $529k 16k 33.73
2024-06-30 $204k 6.5k 31.56
2024-03-31 $204k 6.5k 31.56

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Top funds holding First Tr Exchng Traded Fd Vi

Hollencrest Securities
Advisor Group Holdings
Envestnet Asset Management
Commonwealth Equity Services
Raymond James Financial
Cetera Investment Advisers
Mml Investors Services
Harbour Investments
Bullseye Investment Management
LPL Financial
Beck Capital Management
Kestra Advisory Services
Hartland & Co
Cambridge Investment Research Advisors
Old Mission Capital

View all funds holding First Tr Exchng Traded Fd Vi