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Capital Performance Advisors »

First Tr Exch Traded Fund Ii lng/sht equity shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$349k	5.0k	70.36
2025-12-31	$352k	5.0k	70.99

More positions owned by Capital Performance Advisors

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Dimensional Etf Trust Internatnal Val (DFIV)

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Apple (AAPL)

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Vanguard Index Fds Value Etf (VTV)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

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

Envestnet Asset Management

Raymond James Financial

Cetera Investment Advisers

Assetmark

Central Trust & Investment

Branch Banking & Trust Company

Merit Financial Group

Cambridge Investment Research Advisors

VestGen Advisors

Stifel Financial

Cornerstone Planning Group

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

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