Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PETIX & BOTTE CO 02-06-2024 12-31-2023 122 339,729,222
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P US GWT 1 $28,082,182 269,764 0.01 0.01 5,693 2.16 12-31-2023
ISHARES TR CORE S&P US VLU 2 $26,172,516 310,356 0.01 0.01 5,791 1.90 12-31-2023
FIRST TR VALUE LINE DIVID IN SHS 3 $23,059,298 568,526 0.01 0.01 23,968 4.40 12-31-2023
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 4 $22,329,002 462,110 0.01 0.01 396 0.09 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6