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First Tr Exchange-traded shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 81k 50.21
2024-09-30 $388k 7.1k 54.48
2024-06-30 $418k 8.3k 50.52
2024-03-31 $240k 4.5k 53.71

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Kestra Advisory Services
Commonwealth Equity Services
Cetera Investment Advisers
Stifel Financial
Advisor Group Holdings

View all funds holding First Tr Exchange-traded