FIRST TR EXCHANGE-TRADED FD's ticker is KNG and the CUSIP is 33739Q705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,276 | +2.7% | 86,614 | +10.6% | 0.59% | +9.3% |
| Q2 2023 | $4,164 | +18.4% | 78,328 | +14.5% | 0.54% | +12.3% |
| Q1 2023 | $3,518 | -99.9% | 68,384 | +20.5% | 0.48% | +23.2% |
| Q4 2021 | $3,247,000 | +28.0% | 56,754 | +15.9% | 0.39% | +6.3% |
| Q3 2021 | $2,537,000 | +75.6% | 48,948 | +80.7% | 0.36% | +70.6% |
| Q2 2021 | $1,445,000 | +172.1% | 27,092 | +160.5% | 0.21% | +125.3% |
| Q1 2021 | $531,000 | – | 10,400 | – | 0.10% | – |
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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% |