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First Tr Exchange-traded shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 165k 53.71
2023-12-31 $8.5M 164k 51.68
2023-09-30 $8.2M 167k 49.36

More positions owned by SlateStone Wealth

SPDR S&P 500 ETF Tr Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco QQQ Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
iShares Russell 1000 Growth ET Etf (IWF)
Pepsi (PEP)
Amazon (AMZN)
iShares USA Quality Fctr Etf (QUAL)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Chevron Corporation (CVX)
Merck & Co (MRK)
Vanguard High Div Yield Etf (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for SlateStone Wealth

Top funds holding First Tr Exchange-traded

Wells Fargo & Company
Raymond James & Associates
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services
Wagner Wealth Management
Global Assets Advisory
Cambridge Investment Research Advisors
Solitude Financial Services
Kestra Advisory Services
Arkadios Wealth Advisors

View all funds holding First Tr Exchange-traded