WMG Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by WMG Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
NVIDIA Corporation (NVDA)
Hormel Foods Corporation (HRL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
At&t (T)

View all positions for WMG Financial Advisors

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