FEMB — FIRST TR EXCH TRADED FD III

Ownership history in Bridge Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in FIRST TR EXCH TRADED FD III (FEMB). 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
1.12% (2024 Q1)
Avg. % of fund
1.09%
First filed
2024 Q1
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 79,341 +188 +0.2% 1.09% $2.3M $26.64
2024 Q2 REDUCED 79,153 -1,244 -1.5% 1.06% $2.2M $24.63
2024 Q1 INITIATED 80,397 — — 1.12% $2.3M —
% of Fund (quarterly)    FEMB price (monthly, adj. close)

Other funds also holding FEMB

As of 2025 Q4 — sorted by position size

Seascape Capital Management 3Y 7Y 1.94% Almanack Investment Partners, LLC. 3Y 7Y 0.94% Endowment Wealth Management, Inc. 3Y 0.89% IAMS WEALTH MANAGEMENT, LLC 0.75% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.62% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.61% Rareview Capital LLC 0.42% Euro Pacific Asset Management, LLC 3Y 0.39% Csenge Advisory Group 3Y 7Y 0.32% Rubicon Advisors, GP 0.27%
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