SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / FTSL

Edmonds Duncan Registered Investment Advisors, LLC’s First Tr Exchange-Traded Fd Position

Does Edmonds Duncan Registered Investment Advisors, LLC own First Tr Exchange-Traded Fd (FTSL)? Not currently — the last reported position was 273.4K shares worth $12M in Q2 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$12M
Q2 2023
Shares
273.4K
% of Portfolio
+3.72%
Quarters Held
3
position exited

Position History FTSL

Reported value by quarter
Q4 ’22: $12MQ4 ’22Q1 ’23: $12MQ1 ’23Q2 ’23: $12MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023273.4K$12M+3.72%
Q1 2023258.8K$12M+3.62%
Q4 2022259.8K$12M+3.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of FTSL.