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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 142k 63.47
2024-03-31 $8.1M 134k 60.61

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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

Morgan Stanley
LPL Financial
Royal Bank of Canada
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