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First Tr Exchange-traded shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FTGS) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 42k 30.51
2024-03-31 $1.0M 34k 30.71
2023-06-30 $205k 8.4k 24.59

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Microstrategy Cl A New (MSTR)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)

View all positions for Kapstone Financial Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
Envestnet Asset Management
Kestra Advisory Services
Raymond James Financial Services Advisors
CWM
Stifel Financial
Commonwealth Equity Services
ODonnell Financial Services
Prospera Financial Services
Mach-1 Financial Group
Park National Corp
Sweet Financial Partners
Raymond James & Associates

View all funds holding First Tr Exchange-traded