LDSF β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Altus Wealth Group LLC  Β·  5 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported FIRST TR EXCHNG TRADED FD VI (LDSF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2025 Q1. The latest visible filing shows LDSF at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LDSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LDSF was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altus Wealth Group LLC held LDSF β€” position size vs. price
% of Fund (quarterly)    LDSF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,711 -1,378 -11.4% 0.08% $205K 2026-02-14 (Est.) $19.06
2025 Q3 REDUCED 12,089 -392 -3.1% 0.09% $231K 2025-10-21 $18.79
2025 Q2 REDUCED 12,481 -160 -1.3% 0.10% $237K 2025-07-29 $18.39
2025 Q1 REDUCED 12,641 -18 -0.1% 0.11% $239K 2025-04-25 $18.05
2024 Q4 INITIATED 12,659 β€” β€” 0.11% $238K 2025-02-10 $17.84

FAQ About Altus Wealth Group LLC and LDSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning LDSF?

Altus Wealth Group LLC reported LDSF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LDSF position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for LDSF was 0.11% in 2025 Q1.

What is the latest reported LDSF position on this page?

The most recent filing on this page is 2025 Q4, when Altus Wealth Group LLC reported 10,711 shares, equal to 0.08% of portfolio, with an estimated market value of $205K.

What does the chart on this LDSF ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly LDSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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