FIRST TR EXCHANGE-TRADED FD's ticker is KNG and the CUSIP is 33739Q705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,792 | -5.8% | 4,818 | +0.9% | 0.02% | -9.1% |
| Q2 2023 | $252,434 | -20.3% | 4,776 | -22.4% | 0.02% | -24.1% |
| Q1 2023 | $316,707 | +1.0% | 6,157 | +0.3% | 0.03% | -9.4% |
| Q4 2022 | $313,563 | -39.2% | 6,137 | -45.6% | 0.03% | +6.7% |
| Q3 2022 | $516,000 | -9.6% | 11,285 | -3.1% | 0.03% | -9.1% |
| Q2 2022 | $571,000 | -10.2% | 11,645 | +0.3% | 0.03% | +6.5% |
| Q1 2022 | $636,000 | +102.5% | 11,607 | +111.9% | 0.03% | 0.0% |
| Q4 2021 | $314,000 | – | 5,478 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altman Advisors, Inc. | 247,111 | $12,611,000 | 8.14% |
| Solitude Financial Services | 127,863 | $6,534,000 | 5.27% |
| Precision Wealth Strategies, LLC | 66,135 | $3,379,000 | 3.25% |
| Newport Wealth Strategies, Inc. | 57,485 | $2,937,000 | 1.82% |
| Brouwer & Janachowski, LLC | 32,849 | $1,679,000 | 0.30% |
| Collaborative Wealth Managment Inc. | 4,399 | $241,000 | 0.14% |
| Venturi Wealth Management, LLC | 25,997 | $1,328,000 | 0.13% |
| Stratos Wealth Advisors, LLC | 23,131 | $1,182,000 | 0.12% |
| Kingsview Wealth Management, LLC | 37,809 | $1,933,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 34,112 | $1,743,000 | 0.10% |