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FIRST TR EXCH TRD ALPHA FD I unit king alph shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of FIRST TR EXCH TRD ALPHA FD I unit king alph (FKU) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in FIRST TR EXCH TRD ALPHA FD I unit king alph

Tip: Access up to 7 years of quarterly data

All positions including FIRST TR EXCH TRD ALPHA FD I unit king alph held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FIRST TR EXCH TRD ALPHA FD I unit king alph by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 5.0k 50.91
2025-09-30 $242k 5.0k 48.47
2025-06-30 $399k 8.5k 46.89