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First Tr Exchange-traded shares owned by Stonebridge Financial Planning Group

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

Historical chart of Stonebridge Financial Planning 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 Stonebridge Financial Planning 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 Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 40k 54.48
2024-03-31 $1.5M 27k 53.71
2023-12-31 $1.2M 23k 51.68
2023-09-30 $493k 10k 49.36

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Us Gwt (IUSG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Consum Stp Etf (VDC)

View all positions for Stonebridge Financial Planning Group

Top funds holding First Tr Exchange-traded

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

View all funds holding First Tr Exchange-traded