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First Tr Exchange-traded shares owned by LRI Investments

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $690k 14k 49.31
2025-06-30 $491k 10k 49.10
2025-03-31 $1.3M 25k 50.52
2024-12-31 $1.3M 25k 50.21

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Assured Guaranty Stock (AGO)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded