FIRST TR EXCHANGE-TRADED FD's ticker is KNG and the CUSIP is 33739Q705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,830,558 | +2.8% | 57,345 | +10.1% | 0.02% | +4.2% |
| Q2 2023 | $2,753,935 | +55.7% | 52,108 | +51.6% | 0.02% | +41.2% |
| Q1 2023 | $1,768,198 | +100480.1% | 34,374 | -0.1% | 0.02% | – |
| Q4 2022 | $1,758 | -99.9% | 34,411 | -1.8% | 0.00% | -100.0% |
| Q3 2022 | $1,597,000 | -4.3% | 35,026 | +3.1% | 0.02% | +20.0% |
| Q2 2022 | $1,668,000 | -10.0% | 33,958 | +0.4% | 0.02% | +7.1% |
| Q1 2022 | $1,853,000 | +449.9% | 33,815 | +473.4% | 0.01% | +366.7% |
| Q4 2021 | $337,000 | – | 5,897 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Omega Group, Inc. | 146,372 | $7,478,161 | 10.56% |
| BKA Wealth Consulting, Inc. | 102,687 | $5,246,270 | 10.03% |
| Altman Advisors, Inc. | 233,884 | $12,351,432 | 7.62% |
| Solitude Financial Services | 165,652 | $8,463,161 | 5.80% |
| PFS Partners, LLC | 79,058 | $4,039,060 | 4.25% |
| BOS Asset Management, LLC | 28,035 | $1,432,308 | 1.28% |
| Prosperity Financial Group, Inc. | 23,103 | $1,180,332 | 1.27% |
| Arkadios Wealth Advisors | 145,687 | $7,443,158 | 0.99% |
| Valtinson Bruner Financial Planning LLC | 31,735 | $1,644,825 | 0.95% |
| Private Advisory Group LLC | 64,106 | $3,275,176 | 0.72% |