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First Tr Exchange-traded shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management 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 National Wealth Management 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $801k 15k 54.48
2024-06-30 $248k 4.9k 50.52
2024-03-31 $201k 3.7k 53.71

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core Msci Intl (IDEV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for National Wealth Management 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