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First Tr Exchng Traded Fd Vi shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners 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 Financial Partners 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 Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 86k 21.00
2024-06-30 $1.8M 86k 20.69
2024-03-31 $1.5M 74k 20.73

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding First Tr Exchng Traded Fd Vi

Envestnet Asset Management
Holistic Financial Partners
Commonwealth Equity Services
Cetera Investment Advisers
Susquehanna International
Sanctuary Advisors
Change Path
Citadel Advisors
Advisory Services Network
Arbor Capital Management
Advisor Group Holdings
Steward Partners Investment Advisory
Clear Street

View all funds holding First Tr Exchng Traded Fd Vi