Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

First Tr Exchange Traded Fd senior ln shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 140k 45.89
2024-06-30 $6.3M 137k 45.71
2024-03-31 $6.4M 138k 46.21
2023-12-31 $6.7M 146k 46.07
2023-09-30 $6.8M 148k 45.74
2023-06-30 $6.6M 147k 45.30
2023-03-31 $7.0M 154k 45.24
2022-12-31 $7.0M 157k 44.59
2022-09-30 $7.4M 168k 44.07
2022-06-30 $6.4M 146k 44.10
2022-03-31 $6.8M 145k 47.05
2021-12-31 $7.2M 150k 47.92
2021-09-30 $7.2M 150k 47.85
2021-06-30 $7.3M 153k 48.01
2021-03-31 $6.1M 128k 47.89
2020-12-31 $7.6M 160k 47.59
2020-09-30 $7.4M 162k 46.01
2020-06-30 $7.8M 173k 45.12
2020-03-31 $7.3M 175k 41.79
2019-12-31 $3.6M 76k 47.92
2019-09-30 $3.7M 78k 47.42
2019-06-30 $3.9M 84k 47.12
2019-03-31 $4.1M 88k 47.10
2018-12-31 $3.7M 82k 45.51
2018-09-30 $446k 9.3k 48.02
2018-06-30 $386k 8.1k 47.78
2018-03-31 $446k 9.3k 48.12
2017-12-31 $416k 8.7k 48.04
2017-09-30 $414k 8.6k 48.16
2017-06-30 $420k 8.7k 48.35
2017-03-31 $520k 11k 48.35
2016-12-31 $451k 9.3k 48.55
2016-09-30 $450k 9.3k 48.44
2015-12-31 $252k 5.4k 46.78

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding First Tr Exchange Traded Fd senior ln

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

View all funds holding First Tr Exchange Traded Fd senior ln