Sponsored

The Analysis of Comprehensive Financial Consultants Institutional, Inc.'s Holdings & P&L

Currently, Comprehensive Financial Consultants Institutional, Inc. holds 193 types of securities in its portfolio with a total value $336.6M. In the most recent quarter, they have increased their positions in VXUS (+30.5K shares, valued at $2.4M), ZTS (+19.1K shares, valued at $2.3M), LLY (+2.0K shares, valued at $1.8M); decreased their positions in N/A (-25.1K shares, valued at $2.2M), TJX (-7.6K shares, valued at $1.2M), V (-2.8K shares, valued at $842.0K); initiated new positions in VXUS (+30.5K shares, valued at $2.4M), ZTS (+19.1K shares, valued at $2.3M), SPYV (+28.4K shares, valued at $1.6M).

1M P&L

+6.4M+2.01%

3M P&L

+9.5M+3.01%

HY P&L

+29.9M+10.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A89.1M

29.3%

2Drug Manufacturers - General19.9M

6.5%

3Semiconductors15.4M

5.1%

Top Industries by Stock Count

1N/A89 stocks

49.7%

2Semiconductors6 stocks

3.4%

3Drug Manufacturers - General5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR13.7K shares-5.78%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO25.8K shares-6.20%2026-03-312026-05-08

AAPL APPLE INC28.3K shares-0.19%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON25.8K shares-9.65%2026-03-312026-05-08

WMT WALMART INC50.2K shares-2.59%2026-03-312026-05-08

LLY ELI LILLY & CO6.7K shares42.34%2026-03-312026-05-08

MPC MARATHON PETE CORP24.9K shares-11.12%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION45.0K shares-4.20%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT CORP15.4K shares7.64%2026-03-312026-05-08

BROADCOM INC BROADCOM INC17.8K shares-2.19%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC15.3K shares-0.35%2026-03-312026-05-08

CB CHUBB LTD SWITZ16.5K shares-1.40%2026-03-312026-05-08

ADI ANALOG DEVICES INC16.7K shares-13.26%2026-03-312026-05-08

CME CME GROUP INC17.6K shares-0.95%2026-03-312026-05-08

HD HOME DEPOT INC15.7K shares2.60%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC99.7K shares-11.66%2026-03-312026-05-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I16.9K shares1.77%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC11.3K shares0.47%2026-03-312026-05-08

UNP UNION PAC CORP19.3K shares0.16%2026-03-312026-05-08

ABBV ABBVIE INC21.1K shares-0.23%2026-03-312026-05-08

ZALT INNOVATOR ETFS TRUST132.3K shares3.23%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T6.5K shares-2.05%2026-03-312026-05-08

BBY BEST BUY INC64.5K shares11.14%2026-03-312026-05-08

GEV GE VERNOVA INC4.6K shares-3.97%2026-03-312026-05-08

Sponsored

CMCSA COMCAST CORP NEW140.7K shares3.40%2026-03-312026-05-08

CMI CUMMINS INC7.3K shares-0.71%2026-03-312026-05-08

ETR ENTERGY CORP NEW34.3K shares4.78%2026-03-312026-05-08

ALPHABET INC ALPHABET INC12.8K shares-4.09%2026-03-312026-05-08

GNOV FIRST TR EXCHNG TRADED FD VI93.4K shares-0.94%2026-03-312026-05-08

BALT INNOVATOR ETFS TRUST107.3K shares13.51%2026-03-312026-05-08

AMZN AMAZON COM INC16.5K shares3.92%2026-03-312026-05-08

IWM ISHARES TR13.9K shares29.87%2026-03-312026-05-08

Sponsored

FANG DIAMONDBACK ENERGY INC16.7K shares0.30%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC15.9K shares0.25%2026-03-312026-05-08

PNOV INNOVATOR ETFS TRUST77.7K shares-2.84%2026-03-312026-05-08

DRI DARDEN RESTAURANTS INC15.9K shares0.06%2026-03-312026-05-08

FIS FIDELITY NATL INFORMATION SV63.5K shares10.33%2026-03-312026-05-08

MS MORGAN STANLEY17.8K shares2.28%2026-03-312026-05-08

NVDA NVIDIA CORPORATION16.7K shares53.26%2026-03-312026-05-08

DJUL FIRST TR EXCHNG TRADED FD VI59.4K shares-1.18%2026-03-312026-05-08

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD54.1K shares-1.01%2026-03-312026-05-08

FTGS FIRST TR EXCHANGE-TRADED FD79.8K shares1.73%2026-03-312026-05-08

ALL ALLSTATE CORP13.0K shares2.64%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP33.1K shares2.10%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC6.3K shares2.49%2026-03-312026-05-08

QGRW WISDOMTREE TR48.1K shares3.60%2026-03-312026-05-08

IQV IQVIA HLDGS INC14.5K shares10.34%2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V12.1K shares3.10%2026-03-312026-05-08

Sponsored

VXUS VANGUARD STAR FDS30.5K sharesnew addition2026-03-312026-05-08

META META PLATFORMS INC4.1K shares3.66%2026-03-312026-05-08

STERIS PLC STERIS PLC10.5K shares2.65%2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC8.2K shares5.18%2026-03-312026-05-08

ZTS ZOETIS INC19.1K sharesnew addition2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP3.3K shares-1.29%2026-03-312026-05-08

BUFF INNOVATOR ETFS TRUST44.1K shares8.89%2026-03-312026-05-08

SPGI S&P GLOBAL INC5.1K shares3.86%2026-03-312026-05-08

Sponsored

NOBL PROSHARES TR20.2K shares-18.42%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP7.6K shares524.18%2026-03-312026-05-08

BUFZ FIRST TR EXCHNG TRADED FD VI80.7K shares15.74%2026-03-312026-05-08

SNPS SYNOPSYS INC5.2K shares5.25%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS9.6K shares-3.67%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC23.2K shares-51.92%2026-03-312026-05-08

MOAT VANECK ETF TRUST20.7K shares4.71%2026-03-312026-05-08

GCOW PACER FDS TR43.2K shares-1.00%2026-03-312026-05-08

Sponsored

CRM SALESFORCE INC10.6K shares12.88%2026-03-312026-05-08

CVX CHEVRON CORPORATION9.5K shares-13.84%2026-03-312026-05-08

CMG CHIPOTLE MEXICAN GRILL INC61.0K shares10.35%2026-03-312026-05-08

DXCM DEXCOM INC30.6K shares6.00%2026-03-312026-05-08

TJX TJX COS INC NEW11.6K shares-39.57%2026-03-312026-05-08

CSCO CISCO SYS INC23.5K shares-1.10%2026-03-312026-05-08

HON HONEYWELL INTL INC7.9K shares-1.18%2026-03-312026-05-08

WM WASTE MGMT INC DEL7.4K shares1.57%2026-03-312026-05-08

Sponsored

LOW LOWES COS INC7.0K shares1.74%2026-03-312026-05-08

DGRW WISDOMTREE TR18.5K shares16.94%2026-03-312026-05-08

SPYV SPDR SERIES TRUST28.4K sharesnew addition2026-03-312026-05-08

FVD FIRST TR EXCHANGE-TRADED FD33.8K shares-3.07%2026-03-312026-05-08

DJAN FIRST TR EXCHNG TRADED FD VI36.9K shares317.92%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC7.8K sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO10.7K shares8.66%2026-03-312026-05-08

PEP PEPSICO INC9.8K shares-0.11%2026-03-312026-05-08

Sponsored

SYK STRYKER CORPORATION4.5K shares0.00%2026-03-312026-05-08

MCD MCDONALDS CORP4.7K shares0.30%2026-03-312026-05-08

USMV ISHARES TR15.7K shares-0.47%2026-03-312026-05-08

AMGN AMGEN INC4.1K shares-1.64%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO23.2K shares-9.12%2026-03-312026-05-08

COWG PACER FDS TR41.3K shares7.03%2026-03-312026-05-08

V VISA INC4.6K shares-37.67%2026-03-312026-05-08

COWZ PACER FDS TR22.0K shares-3.15%2026-03-312026-05-08

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.2K shares6.68%2026-03-312026-05-08

USFR WISDOMTREE TR25.3K shares5.41%2026-03-312026-05-08

KO COCA COLA CO16.5K shares1.93%2026-03-312026-05-08

EMR EMERSON ELEC CO9.5K shares0.03%2026-03-312026-05-08

ABT ABBOTT LABORATORIES11.9K shares13.40%2026-03-312026-05-08

LINDE PLC LINDE PLC2.4K shares1.21%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP6.5K shares18.88%2026-03-312026-05-08

APH AMPHENOL CORP8.9K sharesnew addition2026-03-312026-05-08

Sponsored

QCOM QUALCOMM INC8.7K shares13.63%2026-03-312026-05-08

BA BOEING CO5.6K shares0.00%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC11.2K shares-6.76%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD15.6K shares-0.99%2026-03-312026-05-08

TFC TRUIST FINL CORP22.8K shares2.45%2026-03-312026-05-08

CROWN CASTLE INC CROWN CASTLE INC12.3K shares7.05%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP9.9K shares52.37%2026-03-312026-05-08

UFEB INNOVATOR ETFS TRUST25.2K shares7.25%2026-03-312026-05-08

Sponsored

SIXF AIM ETF PRODUCTS TRUST27.1K shares35.76%2026-03-312026-05-08

CAT CATERPILLAR INC1.2K shares0.08%2026-03-312026-05-08

SIXD AIM ETF PRODUCTS TRUST29.3K shares3.87%2026-03-312026-05-08

PPA INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION4.1K shares0.00%2026-03-312026-05-08

BSCQ INVESCO EXCH TRD SLF IDX FD39.4K shares-2.24%2026-03-312026-05-08

FIXD FIRST TR EXCHNG TRADED FD VI17.6K shares1.73%2026-03-312026-05-08

Sponsored

XME SPDR SERIES TRUST6.9K shares-4.38%2026-03-312026-05-08

QCJA FIRST TR EXCHNG TRADED FD VI34.5K shares59.32%2026-03-312026-05-08

BSCR INVESCO EXCH TRD SLF IDX FD36.6K shares-2.13%2026-03-312026-05-08

SLV ISHARES SILVER TR10.5K shares8.12%2026-03-312026-05-08

MSTR STRATEGY INC5.6K shares0.00%2026-03-312026-05-08

WELL WELLTOWER INC3.5K shares0.00%2026-03-312026-05-08

SMOT VANECK ETF TRUST19.5K shares-1.74%2026-03-312026-05-08

OEF ISHARES TR2.1K shares-14.73%2026-03-312026-05-08

Sponsored

IVV ISHARES TR1.0K shares0.00%2026-03-312026-05-08

QMNV FIRST TR EXCHNG TRADED FD VI28.8K shares168.42%2026-03-312026-05-08

ORCL ORACLE CORP4.2K shares0.00%2026-03-312026-05-08

PXJ INVESCO EXCHANGE TRADED FD T14.4K shares-23.42%2026-03-312026-05-08

ZAUG INNOVATOR ETFS TRUST22.0K shares0.00%2026-03-312026-05-08

SIXJ AIM ETF PRODUCTS TRUST17.4K shares107.10%2026-03-312026-05-08

RECS COLUMBIA ETF TR I14.7K shares91.65%2026-03-312026-05-08

BSCS INVESCO EXCH TRD SLF IDX FD27.3K shares-1.66%2026-03-312026-05-08

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD4.8K shares1.09%2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD10.4K shares-3.38%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR3.8K shares-1.29%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.5K shares-26.25%2026-03-312026-05-08

SLYV SPDR SERIES TRUST5.2K shares-20.27%2026-03-312026-05-08

TDIV FIRST TR EXCHANGE TRADED FD5.1K shares41.58%2026-03-312026-05-08

SIXP AIM ETF PRODUCTS TRUST15.1K shares61.30%2026-03-312026-05-08

SOXX ISHARES TR1.4K shares-34.56%2026-03-312026-05-08

Sponsored

ED CONSOLIDATED EDISON INC4.0K shares0.00%2026-03-312026-05-08

XOM EXXON MOBIL CORP2.7K shares0.00%2026-03-312026-05-08

SLYG SPDR SERIES TRUST4.6K shares-28.77%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC1.3K shares-31.31%2026-03-312026-05-08

DURA VANECK ETF TRUST11.3K shares0.00%2026-03-312026-05-08

FITB FIFTH THIRD BANCORP8.9K sharesnew addition2026-03-312026-05-08

RDVI FIRST TR EXCHANGE-TRADED FD16.2K shares0.00%2026-03-312026-05-08

QCOC FIRST TR EXCHNG TRADED FD VI18.4K shares0.50%2026-03-312026-05-08

Sponsored

XLE SELECT SECTOR SPDR TR6.6K shares-4.02%2026-03-312026-05-08

BAR GRANITESHARES GOLD TR8.7K shares0.00%2026-03-312026-05-08

DTE DTE ENERGY CO2.7K shares0.00%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR7.9K shares-4.63%2026-03-312026-05-08

MO ALTRIA GROUP INC5.9K shares0.00%2026-03-312026-05-08

DHS WISDOMTREE TR3.5K shares0.00%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC3.1K shares0.00%2026-03-312026-05-08

CASY CASEYS GEN STORES INC472 shares0.00%2026-03-312026-05-08

Sponsored

JXN JACKSON FINANCIAL INC3.2K shares0.00%2026-03-312026-05-08

ZJAN INNOVATOR ETFS TRUST12.4K shares38.74%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR6.7K shares-8.41%2026-03-312026-05-08

DE DEERE & CO584 shares0.00%2026-03-312026-05-08

QYLD GLOBAL X FDS18.4K shares0.00%2026-03-312026-05-08

RSPN INVESCO EXCHANGE TRADED FD T5.4K shares-0.02%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD7.7K shares0.00%2026-03-312026-05-08

PULS PGIM ETF TR6.1K shares-9.02%2026-03-312026-05-08

Sponsored

AOCT INNOVATOR ETFS TRUST11.4K shares0.00%2026-03-312026-05-08

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA9.9K shares0.00%2026-03-312026-05-08

QYLG GLOBAL X FDS11.4K shares0.00%2026-03-312026-05-08

SIXZ AIM ETF PRODUCTS TRUST10.1K shares41.22%2026-03-312026-05-08

CGW INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-03-312026-05-08

IBB ISHARES TR1.7K shares0.00%2026-03-312026-05-08

LQDW ISHARES TR11.7K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-05-08

Sponsored

SIXO AIM ETF PRODUCTS TRUST8.1K shares-2.57%2026-03-312026-05-08

CALF PACER FDS TR6.1K shares-3.06%2026-03-312026-05-08

GRMN GARMIN LTD1.1K shares0.00%2026-03-312026-05-08

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-05-08

GMAY FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-03-312026-05-08

DFEB FIRST TR EXCHNG TRADED FD VI5.4K shares-76.46%2026-03-312026-05-08

ALPHABET INC ALPHABET INC885 shares7.27%2026-03-312026-05-08

ROBO EXCHANGE TRADED CONCEPTS TRU3.7K shares0.00%2026-03-312026-05-08

Sponsored

QMFE FIRST TR EXCHNG TRADED FD VI11.3K shares-46.62%2026-03-312026-05-08

HDV ISHARES TR1.8K shares-18.59%2026-03-312026-05-08

ZMAR INNOVATOR ETFS TRUST8.9K sharesnew addition2026-03-312026-05-08

SO SOUTHERN CO2.5K shares0.00%2026-03-312026-05-08

BSCT INVESCO EXCH TRD SLF IDX FD12.6K shares-3.84%2026-03-312026-05-08

TSLA TESLA INC626 shares-0.16%2026-03-312026-05-08

UAUG INNOVATOR ETFS TRUST5.6K shares0.00%2026-03-312026-05-08

MMM 3M CO1.5K shares0.00%2026-03-312026-05-08

Sponsored

DDEC FIRST TR EXCHNG TRADED FD VI4.8K shares-2.27%2026-03-312026-05-08

MOO VANECK ETF TRUST2.5K sharesnew addition2026-03-312026-05-08

IBDR ISHARES TR8.6K shares0.00%2026-03-312026-05-08

VHT VANGUARD WORLD FD759 shares-0.39%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares-76.88%2026-03-312026-05-08

AJUL INNOVATOR ETFS TRUST7.0K shares-5.11%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-05-08

HII HUNTINGTON INGALLS INDS INC531 sharesnew addition2026-03-312026-05-08

Sponsored

NUBURU INC NUBURU INC20.0K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR

-5.78%

Shares13.7K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-6.20%

Shares25.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.19%

Shares28.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-9.65%

Shares25.8K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-2.59%

Shares50.2K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

42.34%

Shares6.7K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

-11.12%

Shares24.9K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

-4.20%

Shares45.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

7.64%

Shares15.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-2.19%

Shares17.8K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

-0.35%

Shares15.3K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

-1.40%

Shares16.5K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

-13.26%

Shares16.7K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

-0.95%

Shares17.6K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

2.60%

Shares15.7K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-11.66%

Shares99.7K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

1.77%

Shares16.9K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

0.47%

Shares11.3K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

0.16%

Shares19.3K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-0.23%

Shares21.1K

Event2026-03-31

Filed2026-05-08

ZALT

INNOVATOR ETFS TRUST

3.23%

Shares132.3K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-2.05%

Shares6.5K

Event2026-03-31

Filed2026-05-08

BBY

BEST BUY INC

11.14%

Shares64.5K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

-3.97%

Shares4.6K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

3.40%

Shares140.7K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

-0.71%

Shares7.3K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW

4.78%

Shares34.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.09%

Shares12.8K

Event2026-03-31

Filed2026-05-08

GNOV

FIRST TR EXCHNG TRADED FD VI

-0.94%

Shares93.4K

Event2026-03-31

Filed2026-05-08

BALT

INNOVATOR ETFS TRUST

13.51%

Shares107.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.92%

Shares16.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

29.87%

Shares13.9K

Event2026-03-31

Filed2026-05-08

FANG

DIAMONDBACK ENERGY INC

0.30%

Shares16.7K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

0.25%

Shares15.9K

Event2026-03-31

Filed2026-05-08

PNOV

INNOVATOR ETFS TRUST

-2.84%

Shares77.7K

Event2026-03-31

Filed2026-05-08

DRI

DARDEN RESTAURANTS INC

0.06%

Shares15.9K

Event2026-03-31

Filed2026-05-08

FIS

FIDELITY NATL INFORMATION SV

10.33%

Shares63.5K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

2.28%

Shares17.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

53.26%

Shares16.7K

Event2026-03-31

Filed2026-05-08

DJUL

FIRST TR EXCHNG TRADED FD VI

-1.18%

Shares59.4K

Event2026-03-31

Filed2026-05-08

FDL

FIRST TR EXCHANGE-TRADED FD

-1.01%

Shares54.1K

Event2026-03-31

Filed2026-05-08

FTGS

FIRST TR EXCHANGE-TRADED FD

1.73%

Shares79.8K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

2.64%

Shares13.0K

Event2026-03-31

Filed2026-05-08

EDWARDS LIFESCIENCES CORP

2.10%

Shares33.1K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

2.49%

Shares6.3K

Event2026-03-31

Filed2026-05-08

QGRW

WISDOMTREE TR

3.60%

Shares48.1K

Event2026-03-31

Filed2026-05-08

IQV

IQVIA HLDGS INC

10.34%

Shares14.5K

Event2026-03-31

Filed2026-05-08

NXPI

NXP SEMICONDUCTORS N V

3.10%

Shares12.1K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares30.5K

Event2026-03-31

Filed2026-05-08