Global Wealth Strategies & Associates »

First Tr Exch Traded Fund Ii lng/sht equity shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of First Tr Exch Traded Fund Ii lng/sht equity (FTLS) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in First Tr Exch Traded Fund Ii lng/sht equity

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 231.08M1.1M1.12M1.14M16.5k17k17.5k18k
Value ($)Share countHistorical FTLS position of Global Wealth Strategies … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fund Ii lng/sht equity held by Global Wealth Strategies & Associates 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 Tr Exch Traded Fund Ii lng/sht equity by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.1M 18k 64.08
2024-12-31 $1.1M 16k 65.81

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Flexible Income Active Etf Etf (BINC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Apple Stock (AAPL)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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

Morgan Stanley
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
Branch Banking & Trust Company
Central Trust & Investment
Hobart Private Capital
World Equity Group
Financial Enhancement
Cambridge Investment Research Advisors
HighTower Advisors

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