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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 33733E108

FIRST TR EXCHANGE-TRADED FD

9 institutions · $20.0M total · 243,641 shares

#ManagerSharesValue% of TotalPeriod
1Holistic Financial Partners99,390$8.4M40.79%2024-06-30
2Coppell Advisory Solutions LLC57,020$5.0M23.40%2024-12-31
3Pine Valley Investments Ltd Liability Co36,637$3.1M15.03%2024-06-30
4Atlas Wealth LLC35,643$3.0M14.62%2024-06-30
5Plum Street Advisors, LLC4,195$381.3K1.72%2025-06-30
6Kohmann Bosshard Financial Services, LLC1,447$127.1K0.59%2024-12-31
7Financial Gravity Companies, Inc.985$89.4K0.40%2024-09-30
8Financial Gravity Asset Management, Inc.152$14.2K0.06%2025-09-30
9MERCER GLOBAL ADVISORS INC /ADV8,172$5963.35%2023-06-30