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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 103k 61.66
2023-12-31 $5.4M 96k 56.26

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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

Royal Bank of Canada
Branch Banking & Trust Company
Central Trust & Investment
Private Advisor
Financial Enhancement
Feltz Wealth PLAN
HighTower Advisors
WealthPlan Investment Management
Sweet Financial Partners
Cambridge Investment Research Advisors
Cornerstone Planning Group
Advisor Group Holdings
Centric Wealth Management
Jane Street
Captrust Financial Advisors

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