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First Tr Exchange-traded shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCE) 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
2026-03-31 $1.2M 50k 23.64

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)
Vanguard Value Etf Exchange Traded Fund (VTV)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding First Tr Exchange-traded

Horizon Advisory Services
Luken Investment Analytics
Harbour Investments
Thoroughbred Financial Services
Kingswood Wealth Advisors
Accurate Wealth Management
Resources Investment Advisors
Assetmark

View all funds holding First Tr Exchange-traded