Instuitional Investor - Holistic Financial Partners

Filing Period:
No. Security Ticker Shares Value % Port
1. LLY 67,678 $39,450,749 23.72%
2. FNDF 277,806 $10,267,719 6.17%
3.
First Tr Lrg Cp Vl Alphadex
125,999 $8,925,754 5.36%
4.
First Tr Exchange-Traded Fd
104,230 $8,342,585 5.01%
5.
First Tr Value Line Divid In
199,712 $8,100,312 4.87%