FGM FIRST TR EXCH TRD ALPHA FD I

Ownership history in Advisory Services Network, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCH TRD ALPHA FD I (FGM). 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
0.12% (2018 Q1)
Avg. % of fund
0.02%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 967 +942 +3768.0% 0.00% $57K $58.77
2019 Q3 UNCHANGED 25 0% 0.00% $1K $34.59
2019 Q2 UNCHANGED 25 0% 0.00% $1K $36.10
2019 Q1 UNCHANGED 25 0% 0.00% $1K $34.88
2018 Q4 UNCHANGED 25 0% 0.00% $1K $31.89
2018 Q3 REDUCED 25 -8,012 -99.7% 0.00% $1K $39.21
2018 Q2 REDUCED 8,037 -22,863 -74.0% 0.03% $392K $38.88
2018 Q1 ADDED 30,900 +19,959 +182.4% 0.12% $1.5M $41.59
2017 Q4 INITIATED 10,941 0.05% $560K
% of Fund (quarterly)    FGM price (monthly, adj. close)
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