Coppell Advisory Solutions LLC Reduced Holdings in Q1 2025

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.67M
- 83.9%
$42.4 - $44.11 $70.9M - $73.7M
321K $14B
TSLA
Tesla, Inc.

Consumer Cyclical
-41.7K
- 82.69%
$222.15 - $428.22 $9.27M - $17.9M
8.73K $2.55B
WMT
Walmart Inc.

Consumer Defensive
-185K
- 87.43%
$84.5 - $105.05 $15.6M - $19.4M
26.6K $2.55B
AMZN
Amazon Com Inc

Consumer Cyclical
-63.9K
- 65.96%
$190.26 - $242.06 $12.2M - $15.5M
33K $6.18B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-143K
- 68.8%
$91.45 - $91.75 $13M - $13.1M
64.6K $5.93B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-217K
- 42.89%
$59.78 - $60.03 $13M - $13M
289K $17.4B
AVGO
Broadcom Inc.

Technology
-41.1K
- 44.33%
$167.43 - $244.7 $6.88M - $10M
51.6K $9.86B
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-473K
- 86.19%
$20.2 - $20.86 $9.55M - $9.86M
75.8K $1.51B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-176K
- 38.24%
$49.22 - $51.73 $8.66M - $9.1M
284K $13.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-114K
- 16.61%
$29.34 - $31.31 $3.35M - $3.58M
574K $16.9B
FEX
First Tr Large Cap Core Alphde

ETFs
-29.6K
- 47.86%
$99.27 - $109.89 $2.94M - $3.25M
32.3K $3.24B
TDIV
First Trust Nasdaq Technology

ETFs
-33.7K
- 45.4%
$73.39 - $83.95 $2.47M - $2.83M
40.5K $2.96B
FTA
First Tr Large Cap Value

ETFs
-35.2K
- 49.6%
$74.42 - $80.34 $2.62M - $2.83M
35.8K $2.63B
FVD
First Tr Value Line Divid Inde

ETFs
-64K
- 42.58%
$42.61 - $45.51 $2.73M - $2.91M
86.3K $3.78B
J P Morgan Exchange Traded F
-42.7K
- 80.41%
N/A
10.4K $557M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-13.2K
- 54.82%
$173.56 - $210.67 $2.3M - $2.79M
10.9K $1.93B
SHV
Ishares Tr

ETFs
-22.7K
- 92.93%
$110.11 - $110.51 $2.5M - $2.5M
1.72K $205M
FDT
First Trust Developed Markets

ETFs
-51.6K
- 50.62%
$53.51 - $60.98 $2.76M - $3.15M
50.3K $3.08B
DK
Delek Us Holdings, Inc.

Energy
-112K
- 91.11%
$13.53 - $20.31 $1.52M - $2.28M
11K $150M
CLNE
Clean Energy Fuels Corp.

Energy
-706K
- 96.15%
$1.55 - $3.57 $1.09M - $2.52M
28.3K $41M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-210K
- 88.92%
$8.17 - $10.63 $1.71M - $2.23M
26.1K $287M
FEM
First Trust Emerging Markets A

ETFs
-70.6K
- 53.19%
$21.28 - $23.9 $1.5M - $1.69M
62.1K $1.4B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-41.9K
- 7.75%
$24.66 - $26.1 $1.03M - $1.09M
499K $12.4B
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-37K
- 52.13%
$29.02 - $34.76 $1.07M - $1.28M
33.9K $991M
FYX
First Tr Small Cap Core Alphad

ETFs
-11K
- 75.16%
$89.26 - $104.61 $984K - $1.15M
3.65K $319M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-42.5K
- 39.31%
$25.44 - $25.58 $1.08M - $1.09M
65.7K $1.67B
DIS
Walt Disney CO

Communication Services
-8.14K
- 59.97%
$96.87 - $114.0 $789K - $928K
5.44K $496M
FTSL
First Trust Senior Ln Fund

ETFs
-21K
- 33.32%
$45.65 - $46.48 $960K - $977K
42.1K $1.92B
FXR
First Trust Industrials/Produc

ETFs
-11.5K
- 45.85%
$68.3 - $79.81 $782K - $914K
13.5K $912M
FXD
First Tr Exchange Traded Fd

ETFs
-13.3K
- 52.45%
$56.39 - $68.12 $748K - $904K
12K $683M
FJP
First Trust Japan Alphadex Fun

ETFs
-21.2K
- 43.16%
$49.98 - $57.59 $1.06M - $1.22M
27.9K $1.59B
FXL
First Tr Exchange Traded Fd Fi

ETFs
-5.86K
- 57.82%
$131.2 - $160.72 $768K - $941K
4.27K $584M
FEP
First Trust Europe Alphadex Fu

ETFs
-35.8K
- 38.34%
$35.43 - $42.94 $1.27M - $1.54M
57.6K $2.48B
LGOV
First Tr ETF Iv Long Duration

ETFs
-42K
- 50.02%
$20.41 - $21.7 $858K - $912K
42K $904M
IEMG
Ishares Inc

ETFs
-17.3K
- 84.07%
N/A
3.28K $259M
HON
Honeywell International Inc

Industrials
-2.91K
- 22.11%
$202.75 - $226.52 $589K - $658K
10.2K $2.17B
AJG
Arthur J. Gallagher & Co.

Financial Services
-3.5K
- 38.2%
$275.89 - $345.24 $966K - $1.21M
5.67K $1.8B
GILD
Gilead Sciences, Inc.

Healthcare
-11.7K
- 33.44%
$89.14 - $117.41 $1.04M - $1.38M
23.3K $2.43B
CRM
Salesforce, Inc.

Technology
-2.1K
- 62.24%
$268.36 - $359.95 $563K - $755K
1.27K $341M
WFC
Wells Fargo & Company

Financial Services
-10.5K
- 22.69%
$66.78 - $81.42 $699K - $852K
35.7K $2.54B
SHEL
Shell PLC

Energy
-12.7K
- 31.91%
$62.84 - $73.29 $797K - $930K
27.1K $1.77B
ACN
Accenture PLC

Technology
-1.08K
- 16.24%
$300.91 - $398.25 $325K - $430K
5.56K $1.66B
ABT
Abbott Laboratories

Healthcare
-8.43K
- 35.22%
$111.1 - $140.22 $936K - $1.18M
15.5K $2.02B
FSIG
First Tr ETF Iv LTD Duration I
-33.2K
- 57.17%
$18.74 - $19.04 $622K - $632K
24.9K $473M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.72K
- 70.95%
$102.5 - $112.02 $586K - $641K
2.34K $234M
CMCSA
Comcast Corp

Communication Services
-11.2K
- 17.55%
$33.19 - $38.23 $371K - $427K
52.5K $1.78B
FXU
First Tr Exchange Traded Fd Ut

ETFs
-16K
- 68.59%
$37.42 - $41.14 $600K - $660K
7.35K $304M
FXG
First Tr Exchange Traded First

ETFs
-8.91K
- 62.15%
$62.56 - $65.85 $557K - $587K
5.43K $353M
UPS
United Parcel Service Inc

Industrials
-653
- 4.01%
$109.66 - $136.26 $71.6K - $89K
15.6K $1.51B
Activity Summary
Buys All Purchases 199 New Holdings 47 Increased Positions 152 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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