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First Tr Exchange-traded shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 16k 25.85
2025-06-30 $334k 14k 24.71

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Procter And Gamble Common Stock (PG)
Amazon Common Stock (AMZN)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Costco Whsl Corp Common Stock (COST)
Blackstone Common Stock (BX)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded