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First Tr Exchange-traded shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $836k 17k 50.50
2026-03-31 $578k 12k 48.71
2025-12-31 $574k 12k 49.15

More positions owned by WCG Wealth Advisors

Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Dbx Etf Tr Xtra Us Natl Etf (CRTC)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Microsoft Corporation (MSFT)

View all positions for WCG Wealth Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
Royal Bank of Canada
Cetera Investment Advisers
Janney Montgomery Scott
Southern Financial Group
Advisor Group Holdings
Capital Investment Advisors
Wagner Wealth Management
Rockefeller Capital Management

View all funds holding First Tr Exchange-traded