Ownership history in Wiser Advisor Group LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in FIRST TRUST (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 181 | +1 | +0.6% | 0.01% | $9K | $47.60 |
| 2025 Q1 | REDUCED | 180 | -9,022 | -98.0% | 0.01% | $9K | $46.71 |
| 2024 Q4 | ADDED | 9,202 | +429 | +4.9% | 0.67% | $462K | $45.44 |
| 2024 Q3 | REDUCED | 8,773 | -72 | -0.8% | 0.71% | $478K | $48.25 |
| 2024 Q2 | REDUCED | 8,845 | -1,260 | -12.5% | 0.70% | $447K | $43.78 |
| 2024 Q1 | ADDED | 10,105 | +392 | +4.0% | 0.85% | $544K | $45.54 |
| 2023 Q4 | INITIATED | 9,713 | — | — | 0.83% | $502K | — |
As of 2025 Q4 — sorted by position size