-
$0
0.0% of portfolio
-
Q1 2025
Reduced 27.31%
$0
$797,000
0.0% of portfolio
5,066
Q2 2025
Reduced 0.76%
$0
$683,000
0.0% of portfolio
16,119
Q2 2025
Added 3.4%
$0
$15,000
0.0% of portfolio
104
Q2 2025
New
$0
$694,000
0.0% of portfolio
8,832
Q2 2025
Reduced 0.06%
$0
$995,000
0.0% of portfolio
6,593
Q2 2025
Reduced 1.04%
$0
$14,000
0.0% of portfolio
272
Q2 2025
Reduced 0.37%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 1.12%
$0
$320,000
0.0% of portfolio
4,030
Q2 2025
Added 8.19%
$0
$32,000
0.0% of portfolio
1,201
Q2 2025
Reduced 1.15%
$0
$32,000
0.0% of portfolio
457
Q2 2025
Reduced 6.35%
$0
$726,000
0.0% of portfolio
46,757
Q2 2025
Reduced 6.7%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q2 2025
Added 6.62%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.85%
-
$0
0.0% of portfolio
-
Q2 2025
Added 33.33%
$0
$2,000
0.0% of portfolio
104
Q4 2023
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 106.02%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 20.09%
$0
$107,000
0.0% of portfolio
1,103
Q2 2025
Reduced 18.11%
First Tr Exchange Traded Fd
-
$0
0.0% of portfolio
-
Q2 2025
Added 0.61%
$0
$514,000
0.0% of portfolio
26,923
Q2 2025
Added 13.92%
$0
$84,000
0.0% of portfolio
3,938
Q2 2025
Reduced 26.71%
$0
$115,000
0.0% of portfolio
3,518
Q2 2025
Added 4.48%
$0
$44,000
0.0% of portfolio
455
Q3 2023
New
$0
$612,000
0.0% of portfolio
26,514
Q1 2025
Added 1.92%
$0
$216,000
0.0% of portfolio
1,339
Q2 2025
Added 4.2%
$0
$425,000
0.0% of portfolio
2,001
Q2 2025
Added 0.2%
$0
$4,000
0.0% of portfolio
33
Q1 2024
Reduced 5.71%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q2 2025
Added 23.55%
$0
$382,000
0.0% of portfolio
12,038
Q2 2025
Added 490.68%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 43.85%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 53.62%
$0
$42,000
0.0% of portfolio
1,120
Q1 2025
Reduced 55.06%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 11.96%
$0
$22,000
0.0% of portfolio
427
Q2 2024
Reduced 6.56%
$0
$53,000
0.0% of portfolio
1,075
Q2 2025
Reduced 5.87%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 6.85%
First Tr Exchng Traded Fd Vi
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 43.32%
$0
$1.22 Million
0.0% of portfolio
29,000
Q2 2025
Added 2,118.82%
$0
$132,000
0.0% of portfolio
4,500
Q3 2023
New
$0
$205,000
0.0% of portfolio
13,820
Q2 2025
Reduced 6.44%
$0
$621,000
0.0% of portfolio
33,014
Q2 2025
Added 1.98%
$0
$7,000
0.0% of portfolio
785
Q2 2025
Added 121.75%
$1.02B
$105,000
0.0% of portfolio
6,586
Q2 2025
Added 103.52%
$424M
$1,000
0.0% of portfolio
303
Q1 2025
Added 44.29%
$1.82B
$989,000
0.0% of portfolio
37,349
Q2 2025
Reduced 2.43%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.28%
Flaherty & Crumrine Dynamic
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 12.0%
$0
$98,000
0.0% of portfolio
8,711
Q2 2025
Added 0.35%
$0
$122,000
0.0% of portfolio
7,538
Q2 2025
Reduced 12.5%