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First Tr Exchange-traded shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 81k 49.31
2025-06-30 $4.4M 90k 49.10
2024-06-30 $56k 1.1k 50.52

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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