First Tr Exchange-traded shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Tr Exchange-traded
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Quarterly reported holdings in First Tr Exchange-traded by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 52k | 49.31 |
| 2025-06-30 | $2.4M | 49k | 49.10 |
| 2025-03-31 | $2.6M | 51k | 50.52 |
| 2024-12-31 | $2.4M | 47k | 50.21 |
| 2024-09-30 | $2.4M | 44k | 54.48 |
| 2024-06-30 | $2.1M | 42k | 50.52 |
| 2024-03-31 | $1.8M | 34k | 53.71 |
| 2023-12-31 | $1.6M | 32k | 51.68 |
| 2023-09-30 | $1.4M | 28k | 49.36 |
| 2023-06-30 | $222k | 4.2k | 52.85 |