Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FSB PREMIER WEALTH MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 180 | 214,847,119 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | MNGD FUTRS STRGY | 101 | $596,986 | 11,804 | 0.00 | 0.00 | 2,463 | 26.37 | 03-31-2024 |
WALMART INC | COM | 102 | $587,980 | 9,772 | 0.00 | 0.00 | 6,431 | 192.49 | 03-31-2024 |
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 103 | $586,023 | 10,911 | 0.00 | 10,911 | +Inf | 03-31-2024 | |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 104 | $578,827 | 13,022 | 0.00 | 13,022 | +Inf | 03-31-2024 |