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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
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 Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

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