First Tr Exchange-traded shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in First Tr Exchange-traded
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Quarterly reported holdings in First Tr Exchange-traded by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 23k | 49.31 |
| 2025-06-30 | $1.0M | 21k | 49.10 |
| 2025-03-31 | $548k | 11k | 50.52 |
| 2024-12-31 | $427k | 8.5k | 50.21 |
| 2024-09-30 | $482k | 8.8k | 54.48 |
| 2024-06-30 | $408k | 8.1k | 50.52 |
| 2024-03-31 | $374k | 7.0k | 53.71 |
| 2023-12-31 | $330k | 6.4k | 51.68 |