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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
2024-06-30 $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)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Glb Enr Prod Etf (FILL)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Sarepta Therapeutics (SRPT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Citigroup Com New (C)
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
Central Trust & Investment
Branch Banking & Trust Company
Cetera Investment Advisers
Private Advisor
Financial Enhancement
HighTower Advisors
Sweet Financial Partners
Feltz Wealth PLAN
Advisor Group Holdings
Cambridge Investment Research Advisors
Cornerstone Planning Group

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