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First Tr Exchange Traded Fd senior ln shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in First Tr Exchange Traded Fd senior ln

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All positions including First Tr Exchange Traded Fd senior ln held by Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd senior ln by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2024-06-30 $99k 2.2k 45.71
2024-03-31 $100k 2.2k 46.21
2023-09-30 $99k 2.2k 45.74

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Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Moderna (MRNA)

View all positions for Consultiva Wealth Management, Corp.

Top funds holding First Tr Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
One Capital Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Flaharty Asset Management
Envestnet Asset Management
Welch & Forbes
Kovitz Investment Group Partners
Hikari Tsushin
Raymond James & Associates
TL Private Wealth
Stifel Financial

View all funds holding First Tr Exchange Traded Fd senior ln