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First Tr Exchange-traded Fd cmn shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchange-traded Fd cmn (HYLS) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchange-traded Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd cmn 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 cmn by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $422k 10k 41.86
2025-09-30 $524k 13k 42.05
2025-06-30 $546k 13k 41.81
2025-03-31 $538k 13k 41.04

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding First Tr Exchange-traded Fd cmn

LPL Financial
First Trust Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Wiley Bros.-aintree Capital
Kmg Fiduciary Partners
Vestmark Advisory Solutions
Raymond James Financial
Stifel Financial
Park National Corp
Mount Yale Investment Advisors
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded Fd cmn