KNG — FIRST TR EXCHANGE-TRADED FD

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. 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
1.11% (2024 Q1)
Avg. % of fund
0.91%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 24,225 — 0% 0.76% $1.2M $48.45
2025 Q3 UNCHANGED 24,225 — 0% 0.79% $1.2M $47.60
2025 Q2 UNCHANGED 24,225 — 0% 0.89% $1.2M $46.40
2025 Q1 UNCHANGED 24,225 — 0% 0.93% $1.2M $46.71
2024 Q4 UNCHANGED 24,225 — 0% 0.93% $1.2M $45.44
2024 Q3 UNCHANGED 24,225 — 0% 1.02% $1.3M $48.25
2024 Q2 UNCHANGED 24,225 — 0% 1.04% $1.2M $43.78
2024 Q1 ADDED 24,225 +9,725 +67.1% 1.11% $1.3M $45.54
2023 Q4 INITIATED 14,500 — — 0.72% $749K —
% 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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