Foundations Investment Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
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 S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding First Tr Exchange-traded

Wells Fargo & Company
Raymond James & Associates
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
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