Holistic Financial Partners First Tr Exchange Trd Fd Ii Fi Transaction History

Holistic Financial Partners

  • $222 Million
  • Q2 2025

A detailed history of Holistic Financial Partners transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Holistic Financial Partners holds 9,577 shares of FGD stock, worth $275,338. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,577
Previous 9,577 -0.0%
Holding current value
$275,338
Previous $231,000 13.85%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$21.57 - $22.77 $5,780 - $6,102
-268 Reduced 2.72%
9,577 $218,000
Q2 2023

Aug 09, 2023
BUY
$21.23 - $22.98 $209,009 - $226,238
9,845 New
9,845 $211,000

Others Institutions Holding FGD

# of Institutions
160
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRD FD II FI

FGD Quotes by TradingView
  • Ticker FGD
  • Sector ETFs
  • Industry ETFs
More about FGD
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email