FTHI — FIRST TR EXCHANGE TRADED FD

Ownership history in Advisor OS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FTHI). 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
0.87% (2025 Q4)
Avg. % of fund
0.83%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 457,777 +52,675 +13.0% 0.87% $10.8M $23.27
2025 Q3 ADDED 405,102 +46,646 +13.0% 0.83% $9.6M $22.84
2025 Q2 ADDED 358,456 +29,963 +9.1% 0.81% $8.2M $21.53
2025 Q1 INITIATED 328,493 — — 0.82% $7.2M $20.14
% of Fund (quarterly)    FTHI price (monthly, adj. close)

Other funds also holding FTHI

As of 2025 Q4 — sorted by position size

Ergawealth Advisors, Inc. 22.79% RiverTree Advisors, LLC 3Y 2.95% Merkkuri Wealth Advisors LLC 2.43% Strategic Financial Concepts, LLC 2.25% ELEVATION WEALTH PARTNERS, LLC 1.67% MJP ASSOCIATES INC /ADV 3Y 1.35% ARQ WEALTH ADVISORS, LLC 3Y 1.27% Elevation Wealth Management LLC 1.01% American Institute for Advanced Investment Management, LLP 3Y 0.81% Anchor Capital Management Group Inc 0.8%
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