Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coppell Advisory Solutions Corp. (CIK 1942379) reported $530.5M across 266 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: FIXD ($62.3M, 11.74%), FTSM ($32.5M, 6.13%), KNG ($21.4M, 4.03%), JPM ($15.6M, 2.94%), NVDA ($13.8M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FIXD | FIRST TR EXCHNG TRADED FD VI | $62.3M | 11.74% | 1.4M | Added |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | $32.5M | 6.13% | 545,893 | Trimmed |
| 3 | KNG | FIRST TR EXCHANGE-TRADED FD | $21.4M | 4.03% | 398,473 | New |
| 4 | JPM | JPMORGAN CHASE & CO | $15.6M | 2.94% | 77,837 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $13.8M | 2.60% | 15,292 | Added |
| 6 | META | META PLATFORMS INC | $13.1M | 2.47% | 26,965 | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $13.0M | 2.45% | 464,788 | New |
| 8 | AMZN | AMAZON COM INC | $12.5M | 2.36% | 69,383 | Added |
| 9 | QQQ | INVESCO QQQ TR | $9.3M | 1.76% | 21,010 | Added |
| 10 | FEX | FIRST TR LRGE CP CORE ALPHA | $7.1M | 1.34% | 71,399 | Added |
| 11 | MSFT | MICROSOFT CORP | $7.0M | 1.33% | 16,735 | Added |
| 12 | JNK | SPDR SER TR | $6.8M | 1.28% | 71,572 | Added |
| 13 | FTA | FIRST TR LRG CP VL ALPHADEX | $6.8M | 1.28% | 88,768 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $6.7M | 1.27% | 13,990 | Added |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.19% | 73,637 | Added |
| 16 | FVD | FIRST TR VALUE LINE DIVID IN | $6.0M | 1.13% | 141,400 | Added |
| 17 | SHV | ISHARES TR | $5.7M | 1.08% | 51,900 | Added |
| 18 | IVV | ISHARES TR | $5.3M | 1.00% | 10,131 | Added |
| 19 | BIL | SPDR SER TR | $5.2M | 0.98% | 57,014 | Added |
| 20 | SPY | SPDR S&P 500 ETF TR | $5.1M | 0.97% | 9,833 | Added |
| 21 | FDT | FIRST TR EXCH TRD ALPHDX FD | $5.0M | 0.94% | 89,156 | Trimmed |
| 22 | TDIV | FIRST TR EXCHANGE-TRADED FD | $4.9M | 0.93% | 70,621 | Trimmed |
| 23 | FLTR | VANECK ETF TRUST | $4.8M | 0.90% | 186,693 | Added |
| 24 | PFF | ISHARES TR | $4.8M | 0.90% | 147,581 | New |
| 25 | AAPL | APPLE INC | $4.7M | 0.88% | 27,168 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31