Peterson Wealth Advisors, LLC Closed Holding Positions

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Jul 21, 2022
18,466
$90.32 - $102.87 $1.67M - $1.9M
JPHY
Jp Morgan High Yield Research

ETFs
Q2 2022 Filed on Jul 21, 2022
107,615
N/A
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 21, 2022
1,978
$114.02 - $139.04 $226K - $275K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2022 Filed on Apr 21, 2022
2,344
$74.04 - $85.49 $174K - $200K
ITB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 25, 2022
3,639
$66.2 - $83.04 $241K - $302K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2021 Filed on Oct 21, 2021
21,411
$29.83 - $30.33 $639K - $649K
IBM
International Business Machines Corp

Technology
Q2 2021 Filed on Aug 02, 2021
1,838
$125.41 - $144.63 $231K - $266K
New Relic Inc
Q2 2021 Filed on Aug 02, 2021
10,000
N/A
Omeros Corp
Q2 2021 Filed on Aug 02, 2021
10,000
N/A
IEFA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
3,060
$68.58 - $73.12 $210K - $224K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q4 2020 Filed on Jan 25, 2021
15,055
$30.56 - $32.38 $460K - $487K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Oct 20, 2020
142,623
$52.55 - $56.68 $7.49M - $8.08M
FTCS
First Trust Capital Strength E

ETFs
Q3 2020 Filed on Oct 20, 2020
5,970
$58.76 - $66.41 $351K - $396K
AFLG
First Tr Exchange Traded Fd Vi
Q2 2020 Filed on Jul 20, 2020
58,339
N/A
AFSM
First Tr Exchange Traded Fd Vi

ETFs
Q2 2020 Filed on Jul 20, 2020
16,326
$12.48 - $17.93 $204K - $293K
REET
Ishares Global Reit ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
14,758
$17.29 - $23.44 $255K - $346K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2020 Filed on Jul 20, 2020
7,788
$37.45 - $62.5 $292K - $487K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2020 Filed on Jul 20, 2020
8,990
$44.13 - $69.51 $397K - $625K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
Q2 2020 Filed on Jul 20, 2020
16,807
$13.07 - $18.41 $220K - $309K
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2020 Filed on Jul 20, 2020
15,319
$45.01 - $64.77 $690K - $992K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2020 Filed on Apr 21, 2020
3,190
$49.67 - $76.42 $158K - $244K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2020 Filed on Apr 21, 2020
8,444
$21.81 - $36.72 $184K - $310K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2020 Filed on Apr 21, 2020
2,609
$55.38 - $87.86 $144K - $229K
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 21, 2020
677
$95.01 - $347.45 $64.3K - $235K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
1,500
$85.17 - $138.52 $128K - $208K
FDL
First Tr Morningstar Dividend

ETFs
Q1 2020 Filed on Apr 21, 2020
10,762
$19.15 - $32.68 $206K - $352K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2019 Filed on Apr 16, 2019
93,369
$59.84 - $60.09 $5.59M - $5.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2019 Filed on Apr 16, 2019
2,741
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2019 Filed on Apr 16, 2019
16,563
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2018 Filed on Jan 29, 2019
3,437
$47.63 - $59.64 $164K - $205K
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2018 Filed on Jan 29, 2019
19,852
$16.21 - $18.57 $322K - $369K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q3 2018 Filed on Oct 17, 2018
4,785
$41.24 - $43.35 $197K - $207K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2018 Filed on Oct 17, 2018
1,337
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 18, 2018
11,222
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2018 Filed on Jul 18, 2018
129,362
N/A
FTGC
First Trust Global Tactical CO

ETFs
Q1 2018 Filed on Apr 20, 2018
10,163
$20.2 - $21.25 $205K - $216K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2018 Filed on Apr 20, 2018
6,347
N/A
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