| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 6.2% |
| FIRST TR LRG CP VL ALPHADEX | 11 | Q2 2024 | 5.7% |
| INVESCO EXCH TRADED FD TR II | 11 | Q2 2024 | 5.0% |
| FIRST TR VALUE LINE DIVID IN | 11 | Q2 2024 | 4.7% |
| ISHARES TR | 11 | Q2 2024 | 5.2% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 4.6% |
| ISHARES TR | 11 | Q2 2024 | 3.8% |
| ISHARES TR | 11 | Q2 2024 | 4.5% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 3.0% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 4.8% |
View COTTONWOOD CAPITAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-27 |
View COTTONWOOD CAPITAL ADVISORS, 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.