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First Tr Exchange-traded shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $925k 17k 54.47
2024-06-30 $945k 19k 50.54
2024-03-31 $235k 4.4k 53.61

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
American Centy Etf Tr Us Quality Grow (QGRO)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded