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First Tr Exchange-traded shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 23k 51.68
2023-09-30 $1.1M 22k 49.36

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding First Tr Exchange-traded

Wells Fargo & Company
Raymond James & Associates
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services
Wagner Wealth Management
Global Assets Advisory
Cambridge Investment Research Advisors
Solitude Financial Services
Kestra Advisory Services
Arkadios Wealth Advisors

View all funds holding First Tr Exchange-traded