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First Tr Exchange Traded Fd senior ln shares owned by Consultiva Wealth Management, Corp.

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

Historical chart of Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $100k 2.2k 46.21
2023-09-30 $99k 2.2k 45.74

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Etf Opportunities Trust Idx Dynamic Inno (DYNI)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Moderna (MRNA)
Ark Etf Tr Innovation Etf (ARKK)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)

View all positions for Consultiva Wealth Management, Corp.

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