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First Tr Exchange-traded shares owned by Maxwell Wealth Strategies

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Maxwell Wealth Strategies from 13F filings

Historical chart of Maxwell Wealth Strategies investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 3.9k 53.14
2024-06-30 $216k 4.3k 50.52
2024-03-31 $225k 4.4k 50.65

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

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