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First Tr Exchange-traded shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment 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 Foundations Investment 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 60k 54.48
2024-06-30 $3.1M 62k 50.52
2024-03-31 $2.7M 49k 53.71
2023-12-31 $2.1M 40k 51.58
2023-09-30 $1.4M 28k 49.36
2023-06-30 $585k 11k 52.85

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding First Tr Exchange-traded

Wells Fargo & Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Kestra Advisory Services
Cetera Investment Advisers
Branch Banking & Trust Company
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
Wagner Wealth Management
Coppell Advisory Solutions

View all funds holding First Tr Exchange-traded