| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF | 7 | Q2 2024 | 19.3% |
| FIRST TR EXCHNG TRADED FD VI | 7 | Q2 2024 | 10.8% |
| APPLE INC COM | 7 | Q2 2024 | 5.0% |
| FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF | 7 | Q2 2024 | 6.8% |
| MICROSOFT CORP COM | 7 | Q2 2024 | 3.0% |
| SPDR SER TR | 7 | Q2 2024 | 3.2% |
| FIRST TRUST LARGE CAP VALUE AL COM SHS ETF | 7 | Q2 2024 | 2.1% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 5.2% |
| FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF | 7 | Q2 2024 | 1.6% |
| ISHARES TRUST SELECT DIVID ETF | 7 | Q2 2024 | 2.4% |
View Coppell Advisory Solutions LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-17 |
| 13F-HR | 2023-05-19 |
| 13F-HR | 2023-05-19 |
| 13F-HR | 2021-03-10 |
View Coppell Advisory Solutions 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.