HFA
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Hershey Financial Advisers’s First Trust Alternative Absolute Return Strategy ETF FAAR Stock Holding History

Hershey Financial Advisers’s Portfolio FAAR Stock Details FAAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$51K Buy
+1,795
New +$51.3K 0.05% 68

Other funds holding FAAR

HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Hershey Financial Advisers's FAAR Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in First Trust Alternative Absolute Return Strategy ETF (FAAR) in Q2 2024: 1,795 shares worth $51K. The stake represents 0.05% of the portfolio and ranks #68 among its holdings.

76 funds tracked by Wall St. Rank hold FAAR as of Q2 2024.

  • Hershey Financial Advisers held 1,795 shares of First Trust Alternative Absolute Return Strategy ETF worth $51K as of Q2 2024.
  • First Trust Alternative Absolute Return Strategy ETF was a new Hershey Financial Advisers position in Q2 2024.
  • First Trust Alternative Absolute Return Strategy ETF made up 0.05% of Hershey Financial Advisers's portfolio in Q2 2024, its #68 holding.
  • 76 funds tracked by Wall St. Rank held First Trust Alternative Absolute Return Strategy ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.