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First Tr Exchange Traded Fd first tr nasdaq shares owned by Holistic Planning

Quarter-by-quarter ownership of First Tr Exchange Traded Fd first tr nasdaq (RDVY) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in First Tr Exchange Traded Fd first tr nasdaq

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd first tr nasdaq 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 Exchange Traded Fd first tr nasdaq by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 25k 67.26
2025-06-30 $1.5M 24k 62.74
2025-03-31 $1.3M 23k 58.54

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Top funds holding First Tr Exchange Traded Fd first tr nasdaq

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Ameriprise Financial
UBS Group
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Tr Exchange Traded Fd first tr nasdaq