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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fund Ii lng/sht equity (FTLS) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in First Tr Exch Traded Fund Ii lng/sht equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fund Ii lng/sht equity held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fund Ii lng/sht equity by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 125k 63.47
2024-06-30 $7.6M 121k 62.59

More positions owned by Beacon Harbor Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
International Business Machines (IBM)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding First Tr Exch Traded Fund Ii lng/sht equity

Morgan Stanley
Royal Bank of Canada
LPL Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
Central Trust & Investment
Private Advisor
Cetera Investment Advisers
Financial Enhancement
International Assets Investment Management
Mariner Wealth Advisors
Cambridge Investment Research Advisors
HighTower Advisors
Advisor Group Holdings

View all funds holding First Tr Exch Traded Fund Ii lng/sht equity