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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 (BUFR) 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
2024-03-31 $948k 34k 27.96
2023-12-31 $310k 12k 26.57

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
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Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Royal Bank of Canada
Private Advisor
Tradition Wealth Management
Milestone Asset Management
Hobart Private Capital
Gladstone Institutional Advisory
Atria Wealth Solutions
Good Life Advisors

View all funds holding First Tr Exchng Traded Fd Vi