Philip James Wealth Mangement »

First Tr Exchange Traded Fd senior ln shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 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 Exchange Traded Fd senior ln by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $562k 12k 45.89
2024-06-30 $565k 12k 45.71
2024-03-31 $3.0M 66k 46.21
2023-12-31 $2.9M 63k 46.07

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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