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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 (QMAR) 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 $598k 21k 28.63

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Top funds holding First Tr Exchng Traded Fd Vi

Outlook Wealth Advisors
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Sequent Planning
Raymond James & Associates
Envestnet Asset Management
Atria Wealth Solutions
ODonnell Financial Services
Ignite Planners
RiverTree Advisors
Rockefeller Capital Management

View all funds holding First Tr Exchng Traded Fd Vi