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First Tr Exchange-traded Fd cmn shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 58k 41.86
2025-09-30 $7.8M 188k 41.67
2025-06-30 $7.6M 182k 41.78

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding First Tr Exchange-traded Fd cmn

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

View all funds holding First Tr Exchange-traded Fd cmn