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First Tr Exchange-traded shares owned by Iams Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 4.0k 51.76
2023-06-30 $400k 7.6k 52.37

More positions owned by Iams Wealth Management

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams Wealth Management

Top funds holding First Tr Exchange-traded

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James & Associates
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial Services Advisors
Cetera Investment Advisers
Stifel Financial
Branch Banking & Trust Company
Commonwealth Equity Services
Advisor Group Holdings
Wagner Wealth Management
Global Assets Advisory

View all funds holding First Tr Exchange-traded