$305 Million is the total value of Coppell Advisory Solutions LLC's 200 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GNL | Global Net Lease Inc | $143,829 | +0.2% | 11,415 | 0.0% | 0.05% | -4.1% | |
| FSM | FORTUNA SILVER MINES INC COM | $53,340 | +1.6% | 14,000 | 0.0% | 0.02% | -5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF | 5 | Q3 2023 | 19.3% |
| FIRST TR EXCHNG TRADED FD VI | 5 | Q3 2023 | 10.8% |
| FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF | 5 | Q3 2023 | 6.8% |
| SPDR SER TR | 5 | Q3 2023 | 3.2% |
| ISHARES TRUST SELECT DIVID ETF | 5 | Q3 2023 | 2.4% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 5.2% |
| FIRST TRUST LARGE CAP VALUE AL COM SHS ETF | 5 | Q3 2023 | 2.1% |
| FIRST TRUST LRGCP GWT ALPHAD | 5 | Q3 2023 | 1.6% |
| FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF | 5 | Q3 2023 | 1.9% |
| FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF | 5 | Q3 2023 | 1.6% |
View Coppell Advisory Solutions LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.