TDIV β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Blue Capital, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Blue Capital, Inc. reported a position in FIRST TR EXCHANGE TRADED FD (TDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.13% (2025 Q3)
πŸ“Š Avg. % of fund
1.13%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    TDIV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 15,382 β€” β€” 1.13% $1.5M $98.11

🏒 Other funds also holding TDIV

As of 2025 Q4 β€” sorted by position size

MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 7.86% Cherry Creek Investment Advisors, Inc. 3Y 5.7% Catalyst Investment Management LLC 5.29% AVAII WEALTH MANAGEMENT, LLC 3Y 4.85% Private Wealth Group, LLC 3Y 7Y 4.38% Flaharty Asset Management, LLC 3Y 7Y 3.2% PURSUE WEALTH PARTNERS LLC 3Y 3.01% Crumly & Associates Inc. 3Y 2.83% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 2.76% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.56%
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