FPFS
ABFL

First Personal Financial Services’s Abacus FCF Leaders ETF ABFL Stock Holding History

First Personal Financial Services’s Portfolio ABFL Stock Details ABFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$124K Hold
1,900
– – 0.03% 149
2024
Q2 		$115K Buy
+1,900
New +$113K 0.03% 148

Other funds holding ABFL

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QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TW
TritonPoint Wealth Chevy Chase, Maryland $934M AUM 23.95% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Personal Financial Services's ABFL Position: Q3 2024 in Review

First Personal Financial Services held its Abacus FCF Leaders ETF (ABFL) position steady in Q3 2024 at 1,900 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #149.

First Personal Financial Services first reported a position in ABFL in Q2 2024 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ABFL as of Q3 2024.

  • First Personal Financial Services held 1,900 shares of Abacus FCF Leaders ETF worth $124K as of Q3 2024.
  • First Personal Financial Services left its Abacus FCF Leaders ETF share count unchanged in Q3 2024.
  • Abacus FCF Leaders ETF made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #149 holding.
  • First Personal Financial Services first reported a position in Abacus FCF Leaders ETF in Q2 2024 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.