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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $3.0M 66k 46.21
2023-12-31 $2.9M 63k 46.07

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding First Tr Exchange Traded Fd senior ln

Bank of America Corporation
Royal Bank of Canada
Jane Street
UBS Group
Wells Fargo & Company
One Capital Management
Flaharty Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Welch & Forbes
Raymond James & Associates
Global Assets Advisory
TL Private Wealth
Telemus Capital
Virtue Capital Management

View all funds holding First Tr Exchange Traded Fd senior ln