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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 (QJUN) 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
2025-09-30 $994k 32k 31.11
2025-06-30 $945k 32k 29.57
2025-03-31 $885k 34k 26.45
2024-12-31 $938k 34k 28.03
2024-09-30 $571k 21k 27.01

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Top funds holding First Tr Exchng Traded Fd Vi

Ferguson Shapiro
Modern Wealth Management
Advisor Group Holdings
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial
Cetera Investment Advisers
LPL Financial
Kestra Advisory Services
Aptus Capital Advisors
Financial Guidance Group
SMART Wealth
Envestnet Asset Management
IFP Advisors
Sequent Planning

View all funds holding First Tr Exchng Traded Fd Vi