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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 17k 63.47

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

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