$121 Million is the total value of AIFG Consultants Ltd.'s 36 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $405,931 | -1.6% | 13,700 | 0.0% | 0.34% | +1.8% | ||
| DTE | DTE ENERGY CO | $208,445 | -9.8% | 2,100 | 0.0% | 0.17% | -6.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR MORNINGSTAR DIVID L | 4 | Q3 2023 | 15.6% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 8.6% |
| SPDR SER TR | 4 | Q3 2023 | 8.5% |
| SPDR INDEX SHS FDS | 4 | Q3 2023 | 8.6% |
| SPDR SER TR | 4 | Q3 2023 | 9.0% |
| WORLD GOLD TR | 4 | Q3 2023 | 7.0% |
| SPDR SER TR | 4 | Q3 2023 | 4.5% |
| SPDR SER TR | 4 | Q3 2023 | 8.0% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 3.5% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 2.0% |
View AIFG Consultants Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-30 |
| 13F-HR | 2023-08-30 |
| 13F-HR | 2023-08-28 |
View AIFG Consultants Ltd.'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.