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First Tr Exchng Traded Fd Vi shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Pallas Capital Advisors 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 by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 42k 27.96
2023-12-31 $1.4M 54k 26.57
2023-09-30 $1.9M 80k 23.97
2022-03-31 $224k 9.6k 23.28
2021-12-31 $596k 26k 23.21

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Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
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JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Royal Bank of Canada
Private Advisor
Tradition Wealth Management
Milestone Asset Management
Hobart Private Capital
Gladstone Institutional Advisory
Atria Wealth Solutions
Good Life Advisors

View all funds holding First Tr Exchng Traded Fd Vi