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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 (QMMY) 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 $272k 13k 20.92

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Top funds holding First Tr Exchng Traded Fd Vi

Sequent Planning
Janney Montgomery Scott
LexAurum Advisors
Bullseye Investment Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
Raymond James & Associates
Citadel Advisors
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
Intl Fcstone
Harbour Investments
Jane Street

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