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First Tr Exchange Traded Fd low beta income shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of First Tr Exchange Traded Fd low beta income (FTQI) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in First Tr Exchange Traded Fd low beta income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd low beta income 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 Fd low beta income by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 12k 20.82

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
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Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding First Tr Exchange Traded Fd low beta income

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Fifth Third Securities
Snowden Capital Advisors
Cetera Investment Advisers
Sun Financial
Advisor Group Holdings
Private Advisor
Integrated Wealth Concepts
Sowell Financial Services
Cambridge Investment Research Advisors
Janney Montgomery Scott
RiverTree Advisors
Envestnet Asset Management

View all funds holding First Tr Exchange Traded Fd low beta income