Holistic Financial Partners First Tr ETF Ii Dow Jones Transaction History

Holistic Financial Partners

$222 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$39.19 - $45.63 $1.37 Million - $1.6 Million	-35,046 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$34.23 - $41.14 $1.2 Million - $1.44 Million	35,046 New	35,046 $6.6 Million

Others Institutions Holding FDNI

# of Institutions

32

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

New Edge Advisors, LLC New Orleans, LA

261K
Shares

$10.3 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

201K
Shares

$7.89 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

125K
Shares

$4.91 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

100K
Shares

$3.94 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

80.1K
Shares

$3.15 Million
0.0% of portfolio

About FIRST TR ETF II DOW JONES

Ticker FDNI
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