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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Holistic Financial Partners 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 tcw unconstrai by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 111k 24.45
2024-03-31 $2.3M 92k 24.60

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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Holistic Financial Partners

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Commonwealth Equity Services
Branch Banking & Trust Company
Apollon Wealth Management
Aptus Capital Advisors
Csenge Advisory Group
Morling Financial Advisors
IFP Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai