First Tr Exchng Traded Fd Vi shares owned by Holistic Planning
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (GSEP) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in First Tr Exchng Traded Fd Vi
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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 | $785k | 21k | 38.08 |
| 2025-06-30 | $667k | 18k | 36.67 |
| 2025-03-31 | $561k | 16k | 34.54 |
| 2024-12-31 | $574k | 16k | 35.04 |
| 2024-09-30 | $459k | 13k | 34.58 |
| 2024-06-30 | $404k | 12k | 33.01 |
| 2024-03-31 | $404k | 12k | 33.01 |