$153 Million is the total value of Financial Partners Group, Inc's 76 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $3,979,000 | – | 28,110 | +100.0% | 2.59% | – |
LUMN | New | CENTURYLINK INC | $294,000 | – | 13,877 | +100.0% | 0.19% | – |
UNIT | New | UNITI GROUP INC | $295,000 | – | 14,659 | +100.0% | 0.19% | – |
FTEC | New | FIDELITYmsci info tech i | $283,000 | – | 4,699 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 27 | Q2 2024 | 15.9% |
ISHARES TR | 27 | Q2 2024 | 10.4% |
APPLE INC | 27 | Q2 2024 | 5.1% |
PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF | 27 | Q2 2024 | 5.0% |
ISHARES TR | 27 | Q2 2024 | 9.7% |
ISHARES TR | 27 | Q2 2024 | 8.0% |
MICROSOFT CORP | 27 | Q2 2024 | 4.0% |
SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 27 | Q2 2024 | 2.8% |
ISHARES TR | 27 | Q2 2024 | 6.0% |
FIRST TRUST PORTFOLIOS LP | 27 | Q2 2024 | 1.9% |
View Financial Partners Group, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-07-19 |
13F-HR | 2024-05-07 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
View Financial Partners Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.