Holistic Financial Partners / FDN
Holistic Financial Partners’s First Tr Exchange-Traded Fd Position
Does Holistic Financial Partners own First Tr Exchange-Traded Fd (FDN)? Yes — 29.0K shares worth $7M (+2.52% of its 13F portfolio) as of Q1 2026, up from 27.7K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
29.0K
% of Portfolio
+2.52%
Quarters Held
13
currently held
Position History FDN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 29.0K | $7M | +2.52% |
| Q4 2025 | 27.7K | $7M | +2.70% |
| Q3 2025 | 26.0K | $7M | +2.98% |
| Q2 2025 | 25.6K | $7M | +3.02% |
| Q1 2025 | 8.4K | $2M | +0.90% |
| Q4 2024 | 3.4K | $819,970 | +0.41% |
| Q1 2022 | 26.7K | $5M | +3.18% |
| Q4 2021 | 38.4K | $9M | +5.03% |
| Q3 2021 | 37.9K | $9M | +5.51% |
| Q2 2021 | 36.3K | $9M | +5.30% |
| Q1 2021 | 35.7K | $8M | +5.13% |
| Q4 2020 | 35.6K | $8M | +5.21% |
| Q2 2020 | 34.4K | $6M | +5.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of FDN.