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First Tr Exchange Traded Fd senior ln shares owned by Fullcircle Wealth

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Fullcircle Wealth from 13F filings

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 52k 45.91

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United Parcel Service CL B (UPS)
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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

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
Raymond James & Associates
Kovitz Investment Group Partners
Hikari Tsushin
TL Private Wealth
Stifel Financial

View all funds holding First Tr Exchange Traded Fd senior ln