Ownership history in Accel Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in FIRST TR EXCHNG TRADED FD VI (FSEP). 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 Q4 | ADDED | 23,180 | +1,860 | +8.7% | 0.33% | $1.2M | $51.56 |
| 2025 Q3 | ADDED | 21,320 | +10,845 | +103.5% | 0.31% | $1.1M | $50.54 |
| 2025 Q2 | REDUCED | 10,475 | -200 | -1.9% | 0.17% | $503K | $48.01 |
| 2025 Q1 | UNCHANGED | 10,675 | — | 0% | 0.17% | $476K | $44.55 |
As of 2025 Q4 — sorted by position size