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First Tr Exchange Traded shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded (FAI) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in First Tr Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded 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 Exchange Traded by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $621k 15k 41.07
2025-09-30 $598k 15k 39.51
2025-06-30 $541k 15k 35.22
2025-03-31 $382k 14k 26.96

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding First Tr Exchange Traded

Kestra Advisory Services
Centaurus Financial
Royal Bank of Canada
Citadel Advisors
Cetera Investment Advisers
Rps Advisory Solutions
Redhawk Wealth Advisors
Kingswood Wealth Advisors
Advisor Group Holdings
Chicago Partners Investment
Cambridge Investment Research Advisors
Chris Bulman
Mml Investors Services
Envestnet Asset Management
Brookstone Capital Management

View all funds holding First Tr Exchange Traded