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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 (QCAP) 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
2024-09-30 $227k 11k 21.58

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Top funds holding First Tr Exchng Traded Fd Vi

Kestra Advisory Services
Bullseye Investment Management
Apollon Wealth Management
Cetera Investment Advisers
Commonwealth Equity Services
Citadel Advisors
Old Mission Capital
DHJJ Financial Advisors
Raymond James & Associates
Arlington Capital Management
Innova Wealth Partners
Harbour Investments
Mariner Wealth Advisors
Holistic Planning
Cambridge Investment Research Advisors

View all funds holding First Tr Exchng Traded Fd Vi