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

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

Historical chart of Holistic Planning 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 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 tcw unconstrai by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 13k 25.17
2025-09-30 $464k 18k 25.19
2025-06-30 $415k 17k 24.89
2025-03-31 $383k 16k 24.75

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Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Harbour Investments
HighTower Advisors
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Stifel Financial
Csenge Advisory Group
Trilogy Capital
Cetera Investment Advisers

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