Ownership history in Anderson Financial Strategies, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in FRST TRST SMID CAP RSNG DIV ACH ETF (SDVY). 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 | REDUCED | 75,302 | -14,137 | -15.8% | 1.68% | $2.9M | $38.32 |
| 2025 Q3 | REDUCED | 89,439 | -706 | -0.8% | 2.01% | $3.4M | $37.89 |
| 2025 Q2 | REDUCED | 90,145 | -1,394 | -1.5% | 2.03% | $3.2M | $35.08 |
| 2025 Q1 | ADDED | 91,539 | +47,786 | +109.2% | 1.88% | $3.1M | $33.19 |
As of 2025 Q4 — sorted by position size