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First Tr Exchange-traded shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $203k 4.0k 50.52
2024-03-31 $215k 4.0k 53.71

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding First Tr Exchange-traded

Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Kestra Advisory Services
Commonwealth Equity Services
Advisor Group Holdings
Wagner Wealth Management
Coppell Advisory Solutions
Cambridge Investment Research Advisors
Mml Investors Services
Arkadios Wealth Advisors
Solitude Financial Services

View all funds holding First Tr Exchange-traded