Ownership history in BCGM Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which BCGM Wealth Management, LLC reported a position in FIRST TR EXCH TRADED FD III (FMB). 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 | 121,753 | -2,511 | -2.0% | 1.59% | $6.2M | $50.83 |
| 2025 Q3 | ADDED | 124,264 | +951 | +0.8% | 1.64% | $6.3M | $49.97 |
| 2025 Q2 | ADDED | 123,313 | +6,568 | +5.6% | 1.73% | $6.1M | $48.67 |
| 2025 Q1 | REDUCED | 116,745 | -4,028 | -3.3% | 1.81% | $5.9M | $48.84 |
| 2024 Q4 | ADDED | 120,773 | +13,574 | +12.7% | 1.95% | $6.2M | $49.00 |
| 2024 Q3 | ADDED | 107,199 | +5,885 | +5.8% | 1.81% | $5.6M | $49.51 |
| 2024 Q2 | ADDED | 101,314 | +2,714 | +2.8% | 1.79% | $5.2M | $48.27 |
| 2024 Q1 | REDUCED | 98,600 | -373 | -0.4% | 1.82% | $5.1M | $48.16 |
| 2023 Q4 | REDUCED | 98,973 | -10,207 | -9.3% | 2.08% | $5.1M | $48.07 |
| 2023 Q3 | REDUCED | 109,180 | -9,063 | -7.7% | 2.45% | $5.3M | $45.13 |
As of 2025 Q4 — sorted by position size