SEC 13F Intelligence

Holistic Financial Partners / FTXN

Holistic Financial Partners’s First Tr Exchange Traded Fd Position

Does Holistic Financial Partners own First Tr Exchange Traded Fd (FTXN)? Not currently — the last reported position was 256.2K shares worth $7M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2022
Shares
256.2K
% of Portfolio
+4.31%
Quarters Held
4
position exited

Position History FTXN

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $3MQ3 ’21Q4 ’21: $3MQ4 ’21Q1 ’22: $7MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022256.2K$7M+4.31%
Q4 2021170.9K$3M+1.93%
Q3 2021168.0K$3M+1.97%
Q2 2021150.8K$3M+1.64%

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 FTXN.