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First Tr Exchange Traded Fd senior ln shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $953k 21k 45.71

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams 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