Holistic Financial Partners / FTA
Holistic Financial Partners’s First Tr Exchange-Traded Alp Position
Does Holistic Financial Partners own First Tr Exchange-Traded Alp (FTA)? Yes — 140.6K shares worth $13M (+4.83% of its 13F portfolio) as of Q1 2026, up from 138.1K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
140.6K
% of Portfolio
+4.83%
Quarters Held
13
currently held
Position History FTA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 140.6K | $13M | +4.83% |
| Q4 2025 | 138.1K | $12M | +4.31% |
| Q3 2025 | 134.0K | $11M | +4.57% |
| Q2 2025 | 132.2K | $10M | +4.55% |
| Q1 2025 | 134.1K | $10M | +4.96% |
| Q4 2024 | 133.8K | $10M | +5.08% |
| Q3 2024 | 130.9K | $10M | +4.99% |
| Q2 2024 | 127.3K | $9M | +4.70% |
| Q1 2024 | 132.2K | $10M | +5.13% |
| Q4 2023 | 126.0K | $9M | +5.37% |
| Q3 2023 | 133.1K | $9M | +5.73% |
| Q2 2023 | 111.8K | $7M | +5.18% |
| Q1 2023 | 104.9K | $7M | +5.45% |
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 FTA.