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First Tr Exchange-traded shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 30k 20.57
2023-12-31 $598k 29k 20.92

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Kestra Private Wealth Services

Top funds holding First Tr Exchange-traded

Morgan Stanley
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Creekmur Asset Management
Mach-1 Financial Group
HighTower Advisors
Bank of New York Mellon
Kingsview Wealth Management
Branch Banking & Trust Company
Csenge Advisory Group
Sequent Planning
First Trust Advisors
Rehmann Capital Advisory

View all funds holding First Tr Exchange-traded