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First Tr Exchange-traded shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 33k 54.48
2024-06-30 $1.7M 33k 50.52
2024-03-31 $1.5M 27k 53.71
2023-12-31 $1.2M 24k 51.68
2023-09-30 $1.0M 21k 49.36

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for HBK Sorce Advisory

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