KNG — FIRST TR EXCHANGE-TRADED FD

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (KNG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2023 Q3)
Avg. % of fund
0.17%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 3,857 -19,780 -83.7% 0.03% $210K $48.25
2024 Q2 UNCHANGED 23,637 — 0% 0.21% $1.3M $43.78
2024 Q1 ADDED 23,637 +245 +1.0% 0.21% $1.3M $45.54
2023 Q4 ADDED 23,392 +1,020 +4.6% 0.21% $1.2M $42.87
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KNG price (monthly, adj. close)

Other funds also holding KNG

As of 2025 Q4 — sorted by position size

Compass Financial Services Inc 7.44% Wagner Wealth Management, LLC 3Y 7Y 5.55% PSI Advisors, LLC 3Y 5.32% Symphony Financial Services, Inc. 4.75% Bullseye Investment Management, LLC 3Y 4.21% Solitude Financial Services 3Y 4.2% Curran Financial Partners, LLC 3Y 2.31% Flaharty Asset Management, LLC 3Y 7Y 2.19% PFS Partners, LLC 2.11% Argent Advisors, Inc. 3Y 2.08%
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