Tfb Advisors LLC Purchases in Q1 2025

Tfb Advisors LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.83K
+ 2.63%
$14.31 - $14.8 $40.5K - $41.9K
111K $1.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
595
+ 16.44%
$59.78 - $60.03 $35.6K - $35.7K
4.21K $252K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.68%
$1739.0 - $2260.0 $3.48K - $4.52K
121 $236K
NRG
Nrg Energy, Inc.

Utilities
22
+ 0.36%
$84.82 - $113.33 $1.87K - $2.49K
6.11K $583K
CLOI
Vaneck ETF Tr

ETFs
609
+ 10.99%
$52.68 - $53.16 $32.1K - $32.4K
6.15K $325K
FTHI
First Trust Exchange Traded Fd

ETFs
3.77K
+ 10.88%
$21.62 - $23.74 $81.5K - $89.5K
38.4K $839K
SHW
Sherwin Williams CO

Basic Materials
57
+ 4.25%
$330.16 - $365.55 $18.8K - $20.8K
1.4K $487K
MPWR
Monolithic Power Systems Inc

Technology
65
+ 13.0%
$565.7 - $720.25 $36.8K - $46.8K
565 $327K
CMS
Cms Energy Corp

Utilities
4
+ 0.12%
$64.99 - $75.11 $260 - $300
3.43K $257K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
609
+ 11.01%
$47.41 - $48.44 $28.9K - $29.5K
6.14K $292K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
502
+ 3.04%
$27.01 - $28.54 $13.6K - $14.3K
17K $475K
NVMI
Nova Ltd.

Technology
254
+ 13.97%
$184.33 - $273.65 $46.8K - $69.5K
2.07K $381K
ACGL
Arch Capital Group Ltd.

Financial Services
12
+ 0.21%
$88.13 - $96.94 $1.06K - $1.16K
5.7K $547K
QCOM
Qualcomm Inc

Technology
143
+ 4.13%
$151.94 - $175.86 $21.7K - $25.1K
3.61K $553K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.08%
$53.9 - $63.11 $216 - $252
4.79K $292K
FVD
First Tr Value Line Divid Inde

ETFs
326
+ 4.76%
$42.61 - $45.51 $13.9K - $14.8K
7.17K $319K
TJX
Tjx Companies Inc

Consumer Cyclical
141
+ 4.33%
$112.81 - $126.16 $15.9K - $17.8K
3.4K $414K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 8.05%
$57.21 - $65.8 $135K - $155K
31.6K $1.85M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.13K
+ 11.06%
$23.53 - $25.24 $26.5K - $28.4K
11.3K $268K
DVY
Ishares Tr

ETFs
28
+ 0.67%
$128.58 - $138.1 $3.6K - $3.87K
4.21K $565K
CSCO
Cisco Systems, Inc.

Technology
93
+ 2.18%
$58.74 - $64.87 $5.46K - $6.03K
4.36K $269K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
506
+ 4.6%
$28.55 - $29.09 $14.4K - $14.7K
11.5K $332K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
732
+ 7.02%
$23.9 - $24.43 $17.5K - $17.9K
11.2K $268K
MUB
Ishares National Muni Bond ETF

ETFs
257
+ 2.25%
$104.71 - $107.69 $26.9K - $27.7K
11.7K $1.23M
XLF
Financial Sector Spdr

ETFs
147
+ 3.21%
$47.32 - $52.19 $6.96K - $7.67K
4.73K $235K
SPTL
Spdr Portfolio Long Term Treas

ETFs
148
+ 1.75%
$25.54 - $27.64 $3.78K - $4.09K
8.6K $234K
PH
Parker Hannifin Corp

Industrials
44
+ 7.8%
$591.65 - $707.05 $26K - $31.1K
608 $369K
FSIG
First Tr ETF Iv LTD Duration I
418
+ 1.37%
$18.74 - $19.04 $7.83K - $7.96K
30.9K $585K
COF
Capital One Financial Corp

Financial Services
51
+ 3.43%
$163.87 - $209.82 $8.36K - $10.7K
1.54K $275K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
98
+ 1.58%
$49.22 - $51.73 $4.82K - $5.07K
6.32K $319K
SJNK
Spdr Bloomberg Short Term High

ETFs
258
+ 3.0%
$25.08 - $25.64 $6.47K - $6.62K
8.85K $222K
WMT
Walmart Inc.

Consumer Defensive
514
+ 3.39%
$84.5 - $105.05 $43.4K - $54K
15.7K $1.38M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
75
+ 0.23%
$36.63 - $37.45 $2.75K - $2.81K
33.3K $1.23M
BAC
Bank Of America Corp

Financial Services
351
+ 5.53%
$39.61 - $47.74 $13.9K - $16.8K
6.69K $279K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.43K
+ 30.08%
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
29.4K
New
N/A
29.4K $0
FJAN
First Exc Trd Viii Cboe Vest U
21.2K
+ 177.05%
N/A
33.1K $0
First Tr Exchange Traded Fd
12K
New
N/A
12K $0
Linde PLC
34
+ 3.65%
N/A
966 $0
Arm Holdings PLC
2.58K
New
N/A
2.58K $0
Fidelity Wise Origin Bitcoin
2.82K
New
N/A
2.82K $0
INGR
Ingredion Inc

Consumer Defensive
61
+ 1.76%
$125.6 - $137.36 $7.66K - $8.38K
3.53K $477K
ACN
Accenture PLC

Technology
88
+ 12.12%
$300.91 - $398.25 $26.5K - $35K
814 $254K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
109
+ 1.57%
$58.09 - $67.05 $6.33K - $7.31K
7.05K $423K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
74
+ 0.73%
$25.12 - $26.05 $1.86K - $1.93K
10.3K $258K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
233
+ 2.28%
$196.12 - $229.48 $45.7K - $53.5K
10.5K $2.11M
IWS
Ishares Russell Midcap Value E

ETFs
393
+ 2.53%
$122.59 - $135.24 $48.2K - $53.1K
15.9K $2.01M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.05%
$115.08 - $123.97 $115 - $124
1.99K $230K
PEG
Public Service Enterprise Group Inc

Utilities
27
+ 1.1%
$78.2 - $90.39 $2.11K - $2.44K
2.49K $205K
Activity Summary
Buys All Purchases 190 New Holdings 21 Increased Positions 169 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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