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First Tr Exchange-traded shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 4.8k 53.71
2023-12-31 $248k 4.8k 51.68

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding First Tr Exchange-traded

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Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial Services Advisors
Cetera Investment Advisers
Strategic Financial Concepts
Branch Banking & Trust Company
Commonwealth Equity Services
Stifel Financial
Wagner Wealth Management
Cambridge Investment Research Advisors
Coppell Advisory Solutions

View all funds holding First Tr Exchange-traded