Ownership history in Castleview Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XIMR). 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 | ADDED | 25,191 | +1,612 | +6.8% | 0.39% | $786K | $30.54 |
| 2025 Q3 | REDUCED | 23,579 | -584 | -2.4% | 0.40% | $736K | $30.10 |
| 2025 Q2 | ADDED | 24,163 | +165 | +0.7% | 0.48% | $754K | $29.60 |
| 2025 Q1 | REDUCED | 23,998 | -1,034 | -4.1% | 0.50% | $738K | $28.88 |
| 2024 Q4 | ADDED | 25,032 | +148 | +0.6% | 0.45% | $781K | $28.59 |
| 2024 Q3 | UNCHANGED | 24,884 | — | 0% | 0.44% | $777K | $28.16 |
| 2024 Q2 | INITIATED | 24,884 | — | — | 0.44% | $777K | — |
As of 2025 Q4 — sorted by position size