Beaumont Financial Partners »

First Tr Exchange Traded Fd senior ln shares owned by Beaumont Financial Partners

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

Historical chart of Beaumont Financial Partners 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 Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd senior ln by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $405k 9.2k 44.06
2022-06-30 $405k 9.2k 44.06
2022-03-31 $432k 9.2k 47.00
2021-12-31 $249k 5.2k 47.97
2021-09-30 $248k 5.2k 47.78
2021-06-30 $249k 5.2k 47.97
2021-03-31 $249k 5.2k 47.97
2020-12-31 $260k 5.5k 47.56
2020-09-30 $272k 5.9k 45.97
2020-06-30 $267k 5.9k 45.12
2020-03-31 $261k 6.2k 41.81
2019-12-31 $383k 8.0k 47.89
2019-09-30 $397k 8.4k 47.42
2019-06-30 $409k 8.7k 47.16
2019-03-31 $408k 8.7k 47.05
2018-12-31 $450k 9.9k 45.52
2018-09-30 $491k 10k 48.03
2018-06-30 $512k 11k 47.75
2018-03-31 $548k 11k 48.10
2017-12-31 $641k 13k 48.05
2017-09-30 $650k 14k 48.18
2017-06-30 $849k 18k 48.36
2017-03-31 $860k 18k 48.40
2016-12-31 $1.0M 21k 48.56
2016-09-30 $953k 20k 48.46
2016-06-30 $1.1M 23k 47.73
2016-03-31 $5.3M 109k 49.23
2015-12-31 $4.5M 95k 46.87
2015-09-30 $5.5M 113k 48.89
2015-06-30 $5.5M 113k 48.89
2015-03-31 $5.7M 117k 49.23
2014-12-31 $5.3M 108k 48.49
2014-09-30 $9.4M 193k 48.84
2014-06-30 $9.0M 181k 49.78
2014-03-31 $7.6M 153k 49.68
2013-12-31 $7.9M 160k 49.61
2013-09-30 $8.0M 162k 49.30

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

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
UBS Group
Wells Fargo & Company
First Trust Advisors
Flaharty Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Asset Management
Welch & Forbes
Raymond James & Associates
Kovitz Investment Group Partners

View all funds holding First Tr Exchange Traded Fd senior ln