Ownership history in Campbell Wealth Management · 14 quarters on record
This page tracks every 13F SEC filing in which Campbell Wealth Management reported a position in FIRST TR NASDAQ-100 TECH IND (FBT). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 2,617 | +88 | +3.5% | 0.04% | $450K | $170.76 |
| 2024 Q2 | UNCHANGED | 2,529 | — | 0% | 0.13% | $389K | $152.94 |
| 2024 Q1 | ADDED | 2,529 | +1,026 | +68.3% | 0.04% | $389K | $152.72 |
| 2023 Q4 | ADDED | 1,503 | +181 | +13.7% | 0.03% | $238K | $156.98 |
| 2023 Q2 | REDUCED | 1,322 | -183 | -12.2% | 0.06% | $202K | $152.10 |
| 2023 Q1 | REDUCED | 1,505 | -522 | -25.8% | 0.03% | $233K | $153.97 |
| 2022 Q4 | REDUCED | 2,027 | -45 | -2.2% | 0.04% | $312K | $153.08 |
| 2022 Q3 | ADDED | 2,072 | +37 | +1.8% | 0.04% | $273K | $131.08 |
| 2022 Q2 | UNCHANGED | 2,035 | — | 0% | 0.04% | $276K | $134.64 |
| 2022 Q1 | REDUCED | 2,035 | -245 | -10.7% | 0.04% | $303K | $148.12 |
As of 2025 Q4 — sorted by position size