FTGS — FIRST TRUST

Ownership history in KPP Advisory Services LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in FIRST TRUST (FTGS). 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
1.7% (2024 Q2)
Avg. % of fund
1.5%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 308,850 +3,959 +1.3% 1.59% $10.9M $35.35
2025 Q3 ADDED 304,891 +111,086 +57.3% 1.62% $10.9M $35.90
2025 Q1 ADDED 193,805 +4,086 +2.2% 1.09% $5.8M $29.72
2024 Q4 ADDED 189,719 +2,368 +1.3% 1.40% $6.0M $31.34
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTGS price (monthly, adj. close)

Other funds also holding FTGS

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 5.98% Mach-1 Financial Group, LLC 3Y 3.58% RiverTree Advisors, LLC 3Y 3.25% Hobart Private Capital, LLC 3Y 3.21% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.73% Key Client Fiduciary Advisors, LLC 3Y 1.7% PCG Wealth Advisors, LLC 3Y 1.37% Legacy Wealth Managment, LLC/ID 1.3% Centennial Wealth Advisory LLC 3Y 1.17% IAMS WEALTH MANAGEMENT, LLC 1.04%
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