Hennion & Walsh Asset Management »

First Fndtn shares owned by Hennion & Walsh Asset Management

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Hennion & Walsh Asset Management from 13F filings

Historical chart of Hennion & Walsh Asset Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Hennion & Walsh Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Fndtn by Hennion & Walsh Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $126k 17k 7.55
2023-12-31 $165k 17k 9.68
2023-09-30 $106k 17k 6.08
2023-06-30 $71k 18k 3.99

More positions owned by Hennion & Walsh Asset Management

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Intl Qulty Div (IQDG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Investment Grade (IGEB)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Nuveen Div. Advantage Muni. Fund (NAD)
Ishares Core Msci Emkt (IEMG)
Nuveen Insured Tax-Free Adv Munici (NEA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Global X Fds Us Pfd Etf (PFFD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)

View all positions for Hennion & Walsh Asset Management

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