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First Fndtn shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2k 851 9.68
2023-09-30 $188k 13k 14.33
2023-06-30 $217 54 4.04
2022-12-31 $188k 13k 14.33

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First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
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Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
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Ishares Trust Short Treas Bd Etf SHV (SHV)
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)
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Vanguard S&p 500 Etf Voo (VOO)
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View all positions for Coppell Advisory Solutions

Top funds holding First Fndtn

Vanguard Group
Dimensional Fund Advisors
Fourthstone
Jacobs Levy Equity Management
D. E. Shaw & Co
Context BH Capital Management
Sandler O'Neill Asset Management
Goldman Sachs Group
Federated Investors
Alliancebernstein
rhino investment partners
Charles Schwab Investment Management
Two Sigma Advisers
Naples Global Advisors
Hotchkis and Wiley Capital Management

View all funds holding First Fndtn