SEC 13F Intelligence

Holistic Financial Partners / FXO

Holistic Financial Partners’s First Tr Exchange-Traded Fd Position

Does Holistic Financial Partners own First Tr Exchange-Traded Fd (FXO)? Not currently — the last reported position was 70.1K shares worth $3M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2022
Shares
70.1K
% of Portfolio
+2.04%
Quarters Held
5
position exited

Position History FXO

Reported value by quarter
Q1 ’21: $242,000Q1 ’21Q2 ’21: $350,000Q2 ’21Q3 ’21: $355,000Q3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202270.1K$3M+2.04%
Q4 202178.1K$4M+2.10%
Q3 20218.0K$355,000+0.22%
Q2 20218.0K$350,000+0.21%
Q1 20215.8K$242,000+0.16%

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 FXO.