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First Tr Exchng Traded Fd Vi low dur strtgc shares owned by 1776 Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi low dur strtgc (LDSF) shares owned by 1776 Wealth from 13F filings

Historical chart of 1776 Wealth investment in First Tr Exchng Traded Fd Vi low dur strtgc

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi low dur strtgc held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi low dur strtgc by 1776 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 30k 18.75
2023-09-30 $550k 30k 18.34
2023-06-30 $738k 40k 18.44
2023-03-31 $745k 40k 18.63
2022-12-31 $741k 40k 18.43
2022-09-30 $784k 43k 18.36
2022-06-30 $798k 43k 18.69
2022-03-31 $829k 43k 19.41
2021-12-31 $938k 47k 20.00
2021-09-30 $1.0M 51k 20.16
2021-06-30 $1.1M 53k 20.28
2021-03-31 $1.1M 53k 20.23
2020-12-31 $924k 45k 20.45
2020-09-30 $920k 45k 20.37
2020-06-30 $915k 45k 20.25
2020-03-31 $147k 7.2k 20.42
2019-12-31 $147k 7.2k 20.42

More positions owned by 1776 Wealth

Apple Incorporated Common (AAPL)
Amazon Com Incorporated Common (AMZN)
Adobe Incorporated Common (ADBE)
First Trust Etf Iv First Trust Enhanced Short Exchange Traded Funds (FTSM)
Microsoft Corporation Common (MSFT)
Abbott Labs Common (ABT)
First Trust Value Line Dividend Index Fund Exchange Traded Funds (FVD)
Palantir Technologies Incorporated Class A Common (PLTR)
Nvidia Corporation Common (NVDA)
Iq Ultra Short Duration Etf Exchange Traded Funds (ULTR)
Tjx Companies Incorporated Common (TJX)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Blackstone Incorporated Common (BX)
Ft Vest U.s. Equity Buffer Etf September Exchange Traded Funds (FSEP)
First Trust Institutional Preferred Securities And Exchange Traded Funds (FPEI)

View all positions for 1776 Wealth

Top funds holding First Tr Exchng Traded Fd Vi low dur strtgc

LPL Financial
Royal Bank of Canada
Cedrus
Axxcess Wealth Management
Capital Asset Advisory Services
Mutual Advisors
Advisor Group Holdings
Kraft, Davis & Associates
Private Advisor
Resources Investment Advisors
Raymond James Financial Services Advisors
Commonwealth Equity Services
Jane Street
Raymond James & Associates
Steward Partners Investment Advisory

View all funds holding First Tr Exchng Traded Fd Vi low dur strtgc