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First Tr Exchng Traded Fd Vi shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFQ) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $603k 20k 30.35
2024-06-30 $599k 20k 29.56
2024-03-31 $315k 11k 28.33

More positions owned by Kingswood Wealth Advisors

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Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
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Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Good Life Advisors
Creekmur Asset Management
Envestnet Asset Management
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Mariner Wealth Advisors
Centennial Wealth Advisory
Harbour Investments
CoreCap Advisors
Mml Investors Services
Gladstone Institutional Advisory
Stratos Wealth Partners

View all funds holding First Tr Exchng Traded Fd Vi