FMF — FIRST TR EXCHANGE-TRADED FD

Ownership history in Beta Wealth Group, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. 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
0.61% (2025 Q4)
Avg. % of fund
0.6%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 32,107 +1,717 +5.6% 0.61% $1.5M $47.05
2025 Q3 INITIATED 30,390 — — 0.58% $1.5M $46.86
% 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% 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% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.18%
← Back to Beta Wealth Group, Inc. Holdings