FMF — FIRST TR EXCHANGE-TRADED FD

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FMF). 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
0.05% (2022 Q2)
Avg. % of fund
0.02%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,325 -624 -32.0% 0.00% $65K $46.86
2023 Q1 ADDED 1,949 +53 +2.8% 0.00% $92K $41.42
2022 Q4 REDUCED 1,896 -10,899 -85.2% 0.00% $90K $41.69
2022 Q3 REDUCED 12,795 -13,476 -51.3% 0.02% $659K $44.90
2022 Q2 INITIATED 26,271 — — 0.05% $1.4M $44.95
% of Fund (quarterly)    FMF price (monthly, adj. close)

Other funds also holding FMF

As of 2025 Q4 — sorted by position size

ALM First Financial Advisors, LLC 3Y 2.43% TCP Asset Management, LLC 3Y 1.7% Center For Asset Management LLC 3Y 1.47% Coppell Advisory Solutions LLC 3Y 1.01% Beta Wealth Group, Inc. 3Y 7Y 0.61% IAMS WEALTH MANAGEMENT, LLC 0.33% Twelve Points Wealth Management LLC 3Y 0.26% Pinnacle Family Advisors, LLC 3Y 7Y 0.25% Fermata Advisors, LLC 3Y 0.21% Gateway Wealth Partners, LLC 3Y 0.2%
← Back to Advisory Services Network, LLC Holdings