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First Tr Exchange-traded shares owned by Ofc Financial Planning

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Ofc Financial Planning from 13F filings

Historical chart of Ofc Financial Planning investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 36k 49.31
2025-06-30 $1.7M 34k 49.10
2025-03-31 $1.6M 32k 50.52
2024-12-31 $1.4M 29k 50.21

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

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