BFEC
FLTR icon

Benjamin F. Edwards & Company’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Benjamin F. Edwards & Company’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$168K Buy
6,602
+295
+5% +$7.5K ﹤0.01% 959
2024
Q1 		$161K Buy
6,307
+4,609
+271% +$117K ﹤0.01% 970
2023
Q4 		$43K Buy
+1,698
New +$42.8K ﹤0.01% 1287

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's FLTR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its VanEck IG Floating Rate ETF (FLTR) stake by 4.7% in Q2 2024, buying an estimated $7.5K and bringing the position to 6,602 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Benjamin F. Edwards & Company first reported a position in FLTR in Q4 2023 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FLTR as of Q2 2024.

  • Benjamin F. Edwards & Company held 6,602 shares of VanEck IG Floating Rate ETF worth $168K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 295 VanEck IG Floating Rate ETF shares in Q2 2024, an estimated $7.5K.
  • VanEck IG Floating Rate ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #959 holding.
  • Benjamin F. Edwards & Company first reported a position in VanEck IG Floating Rate ETF in Q4 2023 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.