FIRST TR EXCHANGE-TRADED FD's ticker is KNG and the CUSIP is 33739Q705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,454 | -3.2% | 4,993 | +3.6% | 0.27% | -1.1% |
| Q2 2023 | $254,631 | +2.0% | 4,818 | -0.7% | 0.27% | +15.7% |
| Q1 2023 | $249,638 | -12.0% | 4,853 | -12.6% | 0.24% | -13.0% |
| Q4 2022 | $283,703 | +5.1% | 5,553 | -6.3% | 0.27% | -17.9% |
| Q3 2022 | $270,000 | -9.7% | 5,929 | -2.6% | 0.33% | -3.8% |
| Q2 2022 | $299,000 | +7.2% | 6,089 | +19.6% | 0.34% | +22.1% |
| Q1 2022 | $279,000 | +8.1% | 5,092 | +13.0% | 0.28% | +8.9% |
| Q4 2021 | $258,000 | – | 4,507 | – | 0.26% | – |
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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% |