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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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Stifel Financial
Commonwealth Equity Services
Branch Banking & Trust Company
Advisor Group Holdings
Wagner Wealth Management
Global Assets Advisory
Cambridge Investment Research Advisors
Solitude Financial Services
Kestra Advisory Services
Arkadios Wealth Advisors

View all funds holding First Tr Exchange-traded