Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 10.2% |
Vanguard Mid Cap Index ETF | 12 | Q3 2023 | 10.2% |
iShares MSCI Global Min Vol Factor | 12 | Q3 2023 | 6.1% |
ISHARES TR | 12 | Q3 2023 | 5.6% |
First Trust TCW Opportunistic Fxd Inc | 12 | Q3 2023 | 4.3% |
First Trust Senior Loan | 12 | Q3 2023 | 3.0% |
First Trust Low Duration Opps ETF | 12 | Q3 2023 | 2.2% |
ISHARES TR | 11 | Q3 2023 | 1.8% |
FT NASDAQ Rising Dividend Achievers | 10 | Q3 2023 | 7.5% |
INVESCO EXCHANGE TRADED FD T | 10 | Q3 2023 | 6.0% |
View Legacy Capital Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View Legacy Capital Wealth Partners, LLC'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.